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 | $62,859 | $112,881-44.3% | $90,951-30.9% | $158,922-60.4% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | -2.58% | 215.79%-218.4pp | 134.60%-137.2pp | 302.83%-305.4pp |
| Employer contribution / active EE | $1,575 | $2,893-45.6% | $2,122-25.8% | $4,761-66.9% |
| Participant deferral / active EE | $5,193 | $4,128+25.8% | $3,373+54.0% | $5,982-13.2% |
| Admin fee / account holder | $13,320 | $8,041+65.7% | $5,959+123.5% | $11,246+18.4% |