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 6-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 | $18,215 | $133,958-86.4% | $112,228-83.8% | $134,475-86.5% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.1%-19.5pp | 81.2%-25.7pp |
| Annual return | -23.27% | 47.11%-70.4pp | 27.45%-50.7pp | 417.96%-441.2pp |
| Employer contribution / active EE | $1,493 | $4,038-63.0% | $3,635-58.9% | $4,740-68.5% |
| Participant deferral / active EE | $4,610 | $5,291-12.9% | $4,728-2.5% | $6,400-28.0% |
| Admin fee / account holder | $809 | $7,489-89.2% | $6,410-87.4% | $11,426-92.9% |