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 8-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 | $50,480 | $82,664-38.9% | $125,339-59.7% | $68,494-26.3% |
| Participation rate | 66.0% | 75.0%-9.1pp | 82.4%-16.4pp | 67.9%-1.9pp |
| Annual return | -21.59% | -5.97%-15.6pp | 572.05%-593.6pp | -7.84%-13.7pp |
| Employer contribution / active EE | $2,949 | $3,381-12.8% | $4,814-38.7% | $2,596+13.6% |
| Participant deferral / active EE | $6,550 | $6,110+7.2% | $7,446-12.0% | $4,027+62.6% |
| Admin fee / account holder | $1,712 | $6,275-72.7% | $10,010-82.9% | $5,403-68.3% |