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 10-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 | $39,577 | $142,344-72.2% | $119,609-66.9% | $134,475-70.6% |
| Participation rate | 56.5% | 82.8%-26.3pp | 79.3%-22.7pp | 81.2%-24.7pp |
| Annual return | -21.93% | -12.44%-9.5pp | -14.97%-7.0pp | 417.96%-439.9pp |
| Employer contribution / active EE | $1,372 | $5,222-73.7% | $4,232-67.6% | $4,740-71.1% |
| Participant deferral / active EE | $3,312 | $6,469-48.8% | $5,602-40.9% | $6,400-48.2% |
| Admin fee / account holder | $3,535 | $13,584-74.0% | $10,323-65.8% | $11,426-69.1% |