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 | $34,146 | $133,958-74.5% | $112,228-69.6% | $134,475-74.6% |
| Participation rate | 64.7% | 78.6%-13.9pp | 75.1%-10.4pp | 81.2%-16.5pp |
| Annual return | -21.16% | 47.11%-68.3pp | 27.45%-48.6pp | 417.96%-439.1pp |
| Employer contribution / active EE | $1,673 | $4,038-58.6% | $3,635-54.0% | $4,740-64.7% |
| Participant deferral / active EE | $3,142 | $5,291-40.6% | $4,728-33.5% | $6,400-50.9% |
| Admin fee / account holder | $434 | $7,489-94.2% | $6,410-93.2% | $11,426-96.2% |