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 5-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 | $115,902 | $150,187-22.8% | $120,354-3.7% | $145,922-20.6% |
| Participation rate | 60.0% | 78.8%-18.8pp | 71.9%-11.9pp | 80.3%-20.3pp |
| Annual return | -2.54% | 154.07%-156.6pp | 107.15%-109.7pp | 561.29%-563.8pp |
| Employer contribution / active EE | $1,174 | $4,348-73.0% | $3,463-66.1% | $4,660-74.8% |
| Participant deferral / active EE | $6,569 | $6,173+6.4% | $4,991+31.6% | $6,688-1.8% |
| Admin fee / account holder | $366 | $12,207-97.0% | $9,423-96.1% | $13,397-97.3% |