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 4-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 | $61,999 | $70,669-12.3% | $169,368-63.4% | $75,163-17.5% |
| Participation rate | 41.4% | 64.8%-23.4pp | 77.1%-35.8pp | 67.2%-25.8pp |
| Annual return | -47.79% | 36.36%-84.2pp | 405.60%-453.4pp | 160.62%-208.4pp |
| Employer contribution / active EE | $4,327 | $2,211+95.7% | $4,013+7.8% | $2,670+62.1% |
| Participant deferral / active EE | $7,770 | $4,311+80.2% | $6,221+24.9% | $4,125+88.3% |
| Admin fee / account holder | $50,366 | $5,402+832.3% | $9,003+459.4% | $5,651+791.3% |