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 | $21,683 | $100,754-78.5% | $86,677-75.0% | $134,475-83.9% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -20.56% | 29.04%-49.6pp | 35.91%-56.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,684 | $3,489-23.1% | $2,836-5.4% | $4,740-43.4% |
| Participant deferral / active EE | $2,937 | $5,338-45.0% | $4,656-36.9% | $6,400-54.1% |
| Admin fee / account holder | $1,043 | $10,926-90.5% | $7,493-86.1% | $11,426-90.9% |