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 10-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 | $32,648 | $149,734-78.2% | $118,925-72.5% | $158,922-79.5% |
| Participation rate | 40.0% | 82.1%-42.1pp | 75.4%-35.4pp | 82.0%-42.0pp |
| Annual return | -20.48% | 19.95%-40.4pp | 35.88%-56.4pp | 302.83%-323.3pp |
| Employer contribution / active EE | $1,705 | $4,115-58.6% | $3,263-47.8% | $4,761-64.2% |
| Participant deferral / active EE | $3,560 | $5,223-31.8% | $4,265-16.5% | $5,982-40.5% |
| Admin fee / account holder | $531 | $8,603-93.8% | $6,581-91.9% | $11,246-95.3% |