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 | $27,192 | $82,286-67.0% | $68,791-60.5% | $134,475-79.8% |
| Participation rate | 14.3% | 75.1%-60.8pp | 69.0%-54.7pp | 81.2%-66.9pp |
| Annual return | -31.12% | -2.19%-28.9pp | -6.38%-24.7pp | 417.96%-449.1pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,868 | $4,739-60.6% | $3,941-52.6% | $6,400-70.8% |
| Admin fee / account holder | $324 | $6,481-95.0% | $4,932-93.4% | $11,426-97.2% |