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 | $25,512 | $85,766-70.3% | $136,294-81.3% | $70,131-63.6% |
| Participation rate | 51.9% | 74.2%-22.3pp | 81.9%-30.1pp | 69.5%-17.7pp |
| Annual return | -1.15% | 31.45%-32.6pp | 5155.94%-5157.1pp | 73.14%-74.3pp |
| Employer contribution / active EE | $1,682 | $2,966-43.3% | $4,695-64.2% | $2,342-28.2% |
| Participant deferral / active EE | $2,145 | $5,051-57.5% | $6,247-65.7% | $3,332-35.6% |
| Admin fee / account holder | $2,954 | $5,420-45.5% | $9,243-68.0% | $4,645-36.4% |