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 9-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 | $52,758 | $95,862-45.0% | $79,550-33.7% | $134,475-60.8% |
| Participation rate | 62.5% | 75.0%-12.5pp | 69.5%-7.0pp | 81.2%-18.7pp |
| Annual return | -21.18% | -2.69%-18.5pp | 0.16%-21.3pp | 417.96%-439.1pp |
| Employer contribution / active EE | $1,750 | $3,128-44.0% | $2,413-27.5% | $4,740-63.1% |
| Participant deferral / active EE | $4,246 | $4,693-9.5% | $3,985+6.6% | $6,400-33.6% |
| Admin fee / account holder | $8,415 | $9,126-7.8% | $6,832+23.2% | $11,426-26.4% |