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 | $74,171 | $95,862-22.6% | $79,550-6.8% | $134,475-44.8% |
| Participation rate | 37.5% | 75.0%-37.5pp | 69.5%-32.0pp | 81.2%-43.7pp |
| Annual return | -25.95% | -2.69%-23.3pp | 0.16%-26.1pp | 417.96%-443.9pp |
| Employer contribution / active EE | $1,581 | $3,128-49.4% | $2,413-34.5% | $4,740-66.6% |
| Participant deferral / active EE | $5,504 | $4,693+17.3% | $3,985+38.1% | $6,400-14.0% |
| Admin fee / account holder | $587 | $9,126-93.6% | $6,832-91.4% | $11,426-94.9% |