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 | $25,167 | $124,319-79.8% | $111,297-77.4% | $167,490-85.0% |
| Participation rate | 62.5% | 79.6%-17.1pp | 77.3%-14.8pp | 82.1%-19.6pp |
| Annual return | -76.71% | 37.44%-114.1pp | 54.65%-131.4pp | 478.56%-555.3pp |
| Employer contribution / active EE | $1,720 | $3,435-49.9% | $2,731-37.0% | $4,837-64.4% |
| Participant deferral / active EE | $2,979 | $5,180-42.5% | $4,487-33.6% | $6,341-53.0% |
| Admin fee / account holder | $3,129 | $10,618-70.5% | $7,964-60.7% | $12,309-74.6% |