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 | $26,618 | $30,732-13.4% | $59,496-55.3% | $59,632-55.4% |
| Participation rate | 25.6% | 43.2%-17.6pp | 54.6%-28.9pp | 68.7%-43.1pp |
| Annual return | -4.66% | 4.47%-9.1pp | 182.05%-186.7pp | 2041.28%-2045.9pp |
| Employer contribution / active EE | $494 | $631-21.7% | $1,153-57.2% | $2,203-77.6% |
| Participant deferral / active EE | $937 | $1,183-20.8% | $1,829-48.8% | $3,192-70.7% |
| Admin fee / account holder | $2,689 | $2,136+25.9% | $2,232+20.4% | $4,297-37.4% |