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 | $26,360 | $60,124-56.2% | $90,404-70.8% | $79,858-67.0% |
| Participation rate | 38.7% | 65.0%-26.3pp | 72.7%-34.0pp | 69.6%-30.9pp |
| Annual return | -6.68% | 71.94%-78.6pp | 1293.02%-1299.7pp | 31.71%-38.4pp |
| Employer contribution / active EE | $279 | $2,068-86.5% | $3,262-91.5% | $2,471-88.7% |
| Participant deferral / active EE | $817 | $2,938-72.2% | $3,963-79.4% | $3,740-78.2% |
| Admin fee / account holder | $1,068 | $3,976-73.1% | $5,611-81.0% | $5,306-79.9% |