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 | $31,422 | $138,044-77.2% | $125,339-74.9% | $134,475-76.6% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -20.69% | 750.33%-771.0pp | 572.05%-592.7pp | 417.96%-438.7pp |
| Employer contribution / active EE | $1,305 | $5,243-75.1% | $4,814-72.9% | $4,740-72.5% |
| Participant deferral / active EE | $3,302 | $7,799-57.7% | $7,446-55.7% | $6,400-48.4% |
| Admin fee / account holder | $4,738 | $11,571-59.1% | $10,010-52.7% | $11,426-58.5% |