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 | $33,760 | $133,958-74.8% | $112,228-69.9% | $134,475-74.9% |
| Participation rate | 52.2% | 78.6%-26.4pp | 75.1%-22.9pp | 81.2%-29.0pp |
| Annual return | -24.46% | 47.11%-71.6pp | 27.45%-51.9pp | 417.96%-442.4pp |
| Employer contribution / active EE | $1,483 | $4,038-63.3% | $3,635-59.2% | $4,740-68.7% |
| Participant deferral / active EE | $3,363 | $5,291-36.4% | $4,728-28.9% | $6,400-47.4% |
| Admin fee / account holder | $1,100 | $7,489-85.3% | $6,410-82.8% | $11,426-90.4% |