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 | $25,720 | $142,344-81.9% | $119,609-78.5% | $134,475-80.9% |
| Participation rate | 46.7% | 82.8%-36.1pp | 79.3%-32.6pp | 81.2%-34.6pp |
| Annual return | -20.18% | -12.44%-7.7pp | -14.97%-5.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,616 | $5,222-49.9% | $4,232-38.2% | $4,740-44.8% |
| Participant deferral / active EE | $6,357 | $6,469-1.7% | $5,602+13.5% | $6,400-0.7% |
| Admin fee / account holder | $4,075 | $13,584-70.0% | $10,323-60.5% | $11,426-64.3% |