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 | $36,276 | $138,044-73.7% | $125,339-71.1% | $134,475-73.0% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -22.27% | 750.33%-772.6pp | 572.05%-594.3pp | 417.96%-440.2pp |
| Employer contribution / active EE | $11,847 | $5,243+126.0% | $4,814+146.1% | $4,740+150.0% |
| Participant deferral / active EE | $8,323 | $7,799+6.7% | $7,446+11.8% | $6,400+30.1% |
| Admin fee / account holder | $4,854 | $11,571-58.1% | $10,010-51.5% | $11,426-57.5% |