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 8-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 | $56,260 | $69,010-18.5% | $159,960-64.8% | $68,494-17.9% |
| Participation rate | 40.5% | 65.4%-24.9pp | 78.0%-37.4pp | 67.9%-27.3pp |
| Annual return | -19.42% | -9.65%-9.8pp | 408.60%-428.0pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,593 | $2,213+17.1% | $4,226-38.6% | $2,596-0.1% |
| Participant deferral / active EE | $4,572 | $4,212+8.6% | $6,182-26.0% | $4,027+13.5% |
| Admin fee / account holder | $624 | $4,798-87.0% | $8,698-92.8% | $5,403-88.5% |