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 | $44,466 | $95,193-53.3% | $76,523-41.9% | $135,375-67.2% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -14.69% | 4.85%-19.5pp | -0.27%-14.4pp | 519.73%-534.4pp |
| Employer contribution / active EE | $1,551 | $3,302-53.0% | $2,647-41.4% | $4,779-67.6% |
| Participant deferral / active EE | $12,333 | $4,639+165.8% | $3,835+221.6% | $5,609+119.9% |
| Admin fee / account holder | $1,107 | $6,249-82.3% | $4,848-77.2% | $10,827-89.8% |