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 | $20,867 | $64,707-67.8% | $112,228-81.4% | $68,494-69.5% |
| Participation rate | 59.3% | 67.2%-7.9pp | 75.1%-15.8pp | 67.9%-8.6pp |
| Annual return | -22.33% | -11.40%-10.9pp | 27.45%-49.8pp | -7.84%-14.5pp |
| Employer contribution / active EE | $1,664 | $2,746-39.4% | $3,635-54.2% | $2,596-35.9% |
| Participant deferral / active EE | $3,437 | $3,565-3.6% | $4,728-27.3% | $4,027-14.7% |
| Admin fee / account holder | $956 | $5,232-81.7% | $6,410-85.1% | $5,403-82.3% |