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 | $21,113 | $133,958-84.2% | $112,228-81.2% | $134,475-84.3% |
| Participation rate | 45.5% | 78.6%-33.1pp | 75.1%-29.6pp | 81.2%-35.8pp |
| Annual return | -25.61% | 47.11%-72.7pp | 27.45%-53.1pp | 417.96%-443.6pp |
| Employer contribution / active EE | $1,857 | $4,038-54.0% | $3,635-48.9% | $4,740-60.8% |
| Participant deferral / active EE | $5,519 | $5,291+4.3% | $4,728+16.7% | $6,400-13.8% |
| Admin fee / account holder | $12,546 | $7,489+67.5% | $6,410+95.7% | $11,426+9.8% |