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 | $243,669 | $74,888+225.4% | $71,209+242.2% | $142,382+71.1% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.1%-60.1pp |
| Annual return | -7.23% | 345.14%-352.4pp | 282.51%-289.7pp | 217.08%-224.3pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $4,454-100.0% | $4,175-100.0% | $6,507-100.0% |
| Admin fee / account holder | $473 | $5,568-91.5% | $5,349-91.2% | $12,624-96.3% |