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 | $38,781 | $190,805-79.7% | $159,960-75.8% | $134,475-71.2% |
| Participation rate | 33.3% | 81.9%-48.6pp | 78.0%-44.6pp | 81.2%-47.9pp |
| Annual return | -21.39% | 552.23%-573.6pp | 408.60%-430.0pp | 417.96%-439.4pp |
| Employer contribution / active EE | $1,420 | $4,995-71.6% | $4,226-66.4% | $4,740-70.0% |
| Participant deferral / active EE | $3,153 | $6,923-54.5% | $6,182-49.0% | $6,400-50.7% |
| Admin fee / account holder | $443 | $10,471-95.8% | $8,698-94.9% | $11,426-96.1% |