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 | $30,044 | $142,344-78.9% | $119,609-74.9% | $134,475-77.7% |
| Participation rate | 57.9% | 82.8%-24.9pp | 79.3%-21.4pp | 81.2%-23.3pp |
| Annual return | -20.82% | -12.44%-8.4pp | -14.97%-5.9pp | 417.96%-438.8pp |
| Employer contribution / active EE | $1,935 | $5,222-62.9% | $4,232-54.3% | $4,740-59.2% |
| Participant deferral / active EE | $3,725 | $6,469-42.4% | $5,602-33.5% | $6,400-41.8% |
| Admin fee / account holder | $395 | $13,584-97.1% | $10,323-96.2% | $11,426-96.5% |