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 | $44,843 | $67,331-33.4% | $60,874-26.3% | $134,475-66.7% |
| Participation rate | 35.0% | 76.2%-41.2pp | 73.1%-38.1pp | 81.2%-46.2pp |
| Annual return | -21.91% | 49.93%-71.8pp | 16.90%-38.8pp | 417.96%-439.9pp |
| Employer contribution / active EE | $1,010 | $3,096-67.4% | $2,701-62.6% | $4,740-78.7% |
| Participant deferral / active EE | $3,300 | $4,538-27.3% | $3,817-13.5% | $6,400-48.4% |
| Admin fee / account holder | $1,620 | $4,582-64.7% | $3,224-49.8% | $11,426-85.8% |