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 9-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 | $40,957 | $54,350-24.6% | $82,719-50.5% | $68,494-40.2% |
| Participation rate | 22.5% | 63.9%-41.4pp | 72.6%-50.1pp | 67.9%-45.4pp |
| Annual return | -20.41% | -13.67%-6.7pp | 701.18%-721.6pp | -7.84%-12.6pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,337 | $3,246-58.8% | $4,395-69.6% | $4,027-66.8% |
| Admin fee / account holder | $1,000 | $4,395-77.2% | $5,329-81.2% | $5,403-81.5% |