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 | $28,701 | $129,942-77.9% | $104,294-72.5% | $134,475-78.7% |
| Participation rate | 52.2% | 79.5%-27.3pp | 73.3%-21.1pp | 81.2%-29.0pp |
| Annual return | -21.61% | 42.03%-63.6pp | 24.61%-46.2pp | 417.96%-439.6pp |
| Employer contribution / active EE | $1,566 | $4,184-62.6% | $3,372-53.5% | $4,740-67.0% |
| Participant deferral / active EE | $3,879 | $5,588-30.6% | $4,625-16.1% | $6,400-39.4% |
| Admin fee / account holder | $1,682 | $9,323-82.0% | $7,339-77.1% | $11,426-85.3% |