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 | $62,623 | $92,703-32.4% | $82,719-24.3% | $134,475-53.4% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -26.21% | 944.92%-971.1pp | 701.18%-727.4pp | 417.96%-444.2pp |
| Employer contribution / active EE | $742 | $3,274-77.3% | $3,009-75.4% | $4,740-84.4% |
| Participant deferral / active EE | $2,901 | $4,802-39.6% | $4,395-34.0% | $6,400-54.7% |
| Admin fee / account holder | $3,806 | $5,983-36.4% | $5,329-28.6% | $11,426-66.7% |