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 | $15,083 | $133,958-88.7% | $112,228-86.6% | $134,475-88.8% |
| Participation rate | 46.7% | 78.6%-31.9pp | 75.1%-28.4pp | 81.2%-34.6pp |
| Annual return | -25.15% | 47.11%-72.3pp | 27.45%-52.6pp | 417.96%-443.1pp |
| Employer contribution / active EE | $1,852 | $4,038-54.1% | $3,635-49.1% | $4,740-60.9% |
| Participant deferral / active EE | $3,066 | $5,291-42.1% | $4,728-35.2% | $6,400-52.1% |
| Admin fee / account holder | $428 | $7,489-94.3% | $6,410-93.3% | $11,426-96.3% |