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 9-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 | $19,421 | $91,911-78.9% | $68,793-71.8% | $135,375-85.7% |
| Participation rate | 37.5% | 76.7%-39.2pp | 72.2%-34.7pp | 82.6%-45.1pp |
| Annual return | -15.19% | -8.22%-7.0pp | -4.63%-10.6pp | 519.73%-534.9pp |
| Employer contribution / active EE | $2,772 | $3,924-29.3% | $2,625+5.6% | $4,779-42.0% |
| Participant deferral / active EE | $5,234 | $4,315+21.3% | $3,311+58.1% | $5,609-6.7% |
| Admin fee / account holder | $5,290 | $9,240-42.8% | $5,131+3.1% | $10,827-51.1% |