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 | $37,478 | $95,193-60.6% | $76,523-51.0% | $135,375-72.3% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -31.05% | 4.85%-35.9pp | -0.27%-30.8pp | 519.73%-550.8pp |
| Employer contribution / active EE | $1,511 | $3,302-54.3% | $2,647-42.9% | $4,779-68.4% |
| Participant deferral / active EE | $1,530 | $4,639-67.0% | $3,835-60.1% | $5,609-72.7% |
| Admin fee / account holder | $1,206 | $6,249-80.7% | $4,848-75.1% | $10,827-88.9% |