See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,154 | $104,974-20.8% | $95,585-13.0% | $142,382-41.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | -0.66% | 210.33%-211.0pp | 38.56%-39.2pp | 217.08%-217.7pp |
| Employer contribution / active EE | $3,077 | $2,779+10.8% | $2,527+21.8% | $4,299-28.4% |
| Participant deferral / active EE | $6,567 | $4,352+50.9% | $4,023+63.2% | $6,507+0.9% |
| Admin fee / account holder | $5,226 | $6,386-18.2% | $6,127-14.7% | $12,624-58.6% |