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 3-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 | $13,615 | $64,307-78.8% | $57,343-76.3% | $125,391-89.1% |
| Participation rate | 58.8% | 78.6%-19.8pp | 75.1%-16.3pp | 83.2%-24.4pp |
| Annual return | -25.18% | 25.12%-50.3pp | 24.39%-49.6pp | 282.22%-307.4pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,039 | $3,848-21.0% | $3,162-3.9% | $5,352-43.2% |
| Admin fee / account holder | $2,160 | $5,242-58.8% | $3,356-35.6% | $9,540-77.4% |