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 6-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 | $25,376 | $82,664-69.3% | $125,339-79.8% | $68,494-63.0% |
| Participation rate | 43.6% | 75.0%-31.5pp | 82.4%-38.8pp | 67.9%-24.3pp |
| Annual return | -22.25% | -5.97%-16.3pp | 572.05%-594.3pp | -7.84%-14.4pp |
| Employer contribution / active EE | $1,725 | $3,381-49.0% | $4,814-64.2% | $2,596-33.6% |
| Participant deferral / active EE | $2,870 | $6,110-53.0% | $7,446-61.5% | $4,027-28.7% |
| Admin fee / account holder | $441 | $6,275-93.0% | $10,010-95.6% | $5,403-91.8% |