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 8-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 | $63,095 | $74,888-15.7% | $71,209-11.4% | $142,382-55.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | -16.88% | 345.14%-362.0pp | 282.51%-299.4pp | 217.08%-234.0pp |
| Employer contribution / active EE | $8,125 | $2,854+184.7% | $2,721+198.6% | $4,299+89.0% |
| Participant deferral / active EE | $9,063 | $4,454+103.5% | $4,175+117.1% | $6,507+39.3% |
| Admin fee / account holder | $18,646 | $5,568+234.9% | $5,349+248.6% | $12,624+47.7% |