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 | $40,552 | $115,770-65.0% | $101,248-59.9% | $158,922-74.5% |
| Participation rate | 36.4% | 79.4%-43.0pp | 75.8%-39.4pp | 82.0%-45.6pp |
| Annual return | -5.90% | 56.14%-62.0pp | 46.47%-52.4pp | 302.83%-308.7pp |
| Employer contribution / active EE | $808 | $4,175-80.6% | $3,660-77.9% | $4,761-83.0% |
| Participant deferral / active EE | $5,324 | $4,957+7.4% | $4,370+21.8% | $5,982-11.0% |
| Admin fee / account holder | $3,616 | $7,245-50.1% | $5,945-39.2% | $11,246-67.8% |