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 | $49,722 | $65,041-23.6% | $90,951-45.3% | $79,858-37.7% |
| Participation rate | 61.1% | 61.6%-0.5pp | 69.0%-7.9pp | 69.6%-8.5pp |
| Annual return | -11.95% | 30.45%-42.4pp | 134.60%-146.5pp | 31.71%-43.7pp |
| Employer contribution / active EE | $485 | $1,247-61.1% | $2,122-77.2% | $2,471-80.4% |
| Participant deferral / active EE | $1,742 | $2,512-30.7% | $3,373-48.4% | $3,740-53.4% |
| Admin fee / account holder | $17,253 | $4,536+280.4% | $5,959+189.6% | $5,306+225.1% |