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 5-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 | $75,153 | $105,860-29.0% | $90,749-17.2% | $134,475-44.1% |
| Participation rate | 62.5% | 78.2%-15.7pp | 75.7%-13.2pp | 81.2%-18.7pp |
| Annual return | -22.03% | -11.01%-11.0pp | -12.16%-9.9pp | 417.96%-440.0pp |
| Employer contribution / active EE | $904 | $3,462-73.9% | $2,921-69.0% | $4,740-80.9% |
| Participant deferral / active EE | $6,902 | $5,216+32.3% | $4,564+51.2% | $6,400+7.9% |
| Admin fee / account holder | $1,427 | $13,938-89.8% | $8,445-83.1% | $11,426-87.5% |