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 4-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 | $45,356 | $138,044-67.1% | $125,339-63.8% | $134,475-66.3% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -30.08% | 750.33%-780.4pp | 572.05%-602.1pp | 417.96%-448.0pp |
| Employer contribution / active EE | $7,729 | $5,243+47.4% | $4,814+60.6% | $4,740+63.1% |
| Participant deferral / active EE | $13,814 | $7,799+77.1% | $7,446+85.5% | $6,400+115.8% |
| Admin fee / account holder | $11,235 | $11,571-2.9% | $10,010+12.2% | $11,426-1.7% |