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 | $32,669 | $102,616-68.2% | $81,983-60.2% | $158,922-79.4% |
| Participation rate | 27.3% | 75.5%-48.3pp | 69.2%-42.0pp | 82.0%-54.7pp |
| Annual return | -3.32% | 61.04%-64.4pp | 41.31%-44.6pp | 302.83%-306.1pp |
| Employer contribution / active EE | $922 | $3,240-71.5% | $2,498-63.1% | $4,761-80.6% |
| Participant deferral / active EE | $2,188 | $4,648-52.9% | $3,722-41.2% | $5,982-63.4% |
| Admin fee / account holder | $436 | $8,235-94.7% | $5,664-92.3% | $11,246-96.1% |