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 | $53,928 | $115,770-53.4% | $101,248-46.7% | $158,922-66.1% |
| Participation rate | 41.7% | 79.4%-37.7pp | 75.8%-34.1pp | 82.0%-40.3pp |
| Annual return | -6.76% | 56.14%-62.9pp | 46.47%-53.2pp | 302.83%-309.6pp |
| Employer contribution / active EE | $1,458 | $4,175-65.1% | $3,660-60.2% | $4,761-69.4% |
| Participant deferral / active EE | $1,458 | $4,957-70.6% | $4,370-66.6% | $5,982-75.6% |
| Admin fee / account holder | $599 | $7,245-91.7% | $5,945-89.9% | $11,246-94.7% |