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 | $77,331 | $133,958-42.3% | $112,228-31.1% | $134,475-42.5% |
| Participation rate | 56.3% | 78.6%-22.3pp | 75.1%-18.8pp | 81.2%-25.0pp |
| Annual return | -25.44% | 47.11%-72.6pp | 27.45%-52.9pp | 417.96%-443.4pp |
| Employer contribution / active EE | $1,816 | $4,038-55.0% | $3,635-50.0% | $4,740-61.7% |
| Participant deferral / active EE | $4,792 | $5,291-9.4% | $4,728+1.3% | $6,400-25.1% |
| Admin fee / account holder | $1,289 | $7,489-82.8% | $6,410-79.9% | $11,426-88.7% |