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 | $59,296 | $91,552-35.2% | $133,956-55.7% | $79,858-25.7% |
| Participation rate | 67.9% | 73.3%-5.5pp | 79.8%-12.0pp | 69.6%-1.8pp |
| Annual return | -3.79% | 61.85%-65.6pp | 45.09%-48.9pp | 31.71%-35.5pp |
| Employer contribution / active EE | $1,649 | $2,384-30.8% | $3,919-57.9% | $2,471-33.2% |
| Participant deferral / active EE | $2,707 | $3,733-27.5% | $5,048-46.4% | $3,740-27.6% |
| Admin fee / account holder | $4,032 | $6,321-36.2% | $8,927-54.8% | $5,306-24.0% |