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 6-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 | $46,530 | $138,044-66.3% | $125,339-62.9% | $134,475-65.4% |
| Participation rate | 57.1% | 84.5%-27.3pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -25.10% | 750.33%-775.4pp | 572.05%-597.2pp | 417.96%-443.1pp |
| Employer contribution / active EE | $1,313 | $5,243-75.0% | $4,814-72.7% | $4,740-72.3% |
| Participant deferral / active EE | $8,823 | $7,799+13.1% | $7,446+18.5% | $6,400+37.9% |
| Admin fee / account holder | $6,591 | $11,571-43.0% | $10,010-34.1% | $11,426-42.3% |