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 | $21,808 | $82,664-73.6% | $125,339-82.6% | $68,494-68.2% |
| Participation rate | 62.5% | 75.0%-12.5pp | 82.4%-19.9pp | 67.9%-5.4pp |
| Annual return | -20.03% | -5.97%-14.1pp | 572.05%-592.1pp | -7.84%-12.2pp |
| Employer contribution / active EE | $2,114 | $3,381-37.5% | $4,814-56.1% | $2,596-18.6% |
| Participant deferral / active EE | $4,771 | $6,110-21.9% | $7,446-35.9% | $4,027+18.5% |
| Admin fee / account holder | $2,566 | $6,275-59.1% | $10,010-74.4% | $5,403-52.5% |