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 7-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 | $30,472 | $73,004-58.3% | $90,749-66.4% | $68,494-55.5% |
| Participation rate | 12.8% | 70.8%-58.0pp | 75.7%-62.9pp | 67.9%-55.1pp |
| Annual return | -19.16% | -13.81%-5.4pp | -12.16%-7.0pp | -7.84%-11.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,620 | $3,627-55.3% | $4,564-64.5% | $4,027-59.8% |
| Admin fee / account holder | $485 | $5,896-91.8% | $8,445-94.3% | $5,403-91.0% |