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 3-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 | $83,860 | $105,126-20.2% | $94,646-11.4% | $139,434-39.9% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | -57.02% | 38.03%-95.0pp | 156.71%-213.7pp | 372.94%-430.0pp |
| Employer contribution / active EE | $2,623 | $4,106-36.1% | $3,672-28.6% | $4,751-44.8% |
| Participant deferral / active EE | $8,698 | $7,599+14.5% | $7,418+17.3% | $6,710+29.6% |
| Admin fee / account holder | $107,527 | $8,984+1096.9% | $7,231+1387.1% | $11,403+843.0% |