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 | $47,635 | $117,690-59.5% | $71,735-33.6% | $134,475-64.6% |
| Participation rate | 33.3% | 68.8%-35.5pp | 62.3%-29.0pp | 81.2%-47.9pp |
| Annual return | -24.21% | 25.44%-49.6pp | 9.14%-33.4pp | 417.96%-442.2pp |
| Employer contribution / active EE | $360 | $2,525-85.7% | $1,704-78.9% | $4,740-92.4% |
| Participant deferral / active EE | $7,182 | $3,759+91.1% | $2,658+170.2% | $6,400+12.2% |
| Admin fee / account holder | $22,341 | $6,379+250.2% | $3,974+462.2% | $11,426+95.5% |