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 | $28,211 | $82,664-65.9% | $125,339-77.5% | $68,494-58.8% |
| Participation rate | 57.9% | 75.0%-17.1pp | 82.4%-24.5pp | 67.9%-10.0pp |
| Annual return | -29.51% | -5.97%-23.5pp | 572.05%-601.6pp | -7.84%-21.7pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,159 | $6,110+0.8% | $7,446-17.3% | $4,027+52.9% |
| Admin fee / account holder | $1,800 | $6,275-71.3% | $10,010-82.0% | $5,403-66.7% |