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 | $10,558 | $95,862-89.0% | $79,550-86.7% | $134,475-92.1% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | -27.90% | -2.69%-25.2pp | 0.16%-28.1pp | 417.96%-445.9pp |
| Employer contribution / active EE | $1,331 | $3,128-57.4% | $2,413-44.8% | $4,740-71.9% |
| Participant deferral / active EE | $1,832 | $4,693-61.0% | $3,985-54.0% | $6,400-71.4% |
| Admin fee / account holder | $2,826 | $9,126-69.0% | $6,832-58.6% | $11,426-75.3% |