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 | $110,250 | $133,958-17.7% | $112,228-1.8% | $134,475-18.0% |
| Participation rate | 35.3% | 78.6%-43.3pp | 75.1%-39.8pp | 81.2%-45.9pp |
| Annual return | -20.66% | 47.11%-67.8pp | 27.45%-48.1pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,044 | $4,038-74.1% | $3,635-71.3% | $4,740-78.0% |
| Participant deferral / active EE | $1,657 | $5,291-68.7% | $4,728-64.9% | $6,400-74.1% |
| Admin fee / account holder | $735 | $7,489-90.2% | $6,410-88.5% | $11,426-93.6% |