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 9-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 | $50,871 | $82,664-38.5% | $125,339-59.4% | $68,494-25.7% |
| Participation rate | 56.3% | 75.0%-18.8pp | 82.4%-26.1pp | 67.9%-11.6pp |
| Annual return | -20.74% | -5.97%-14.8pp | 572.05%-592.8pp | -7.84%-12.9pp |
| Employer contribution / active EE | $1,694 | $3,381-49.9% | $4,814-64.8% | $2,596-34.8% |
| Participant deferral / active EE | $4,745 | $6,110-22.3% | $7,446-36.3% | $4,027+17.8% |
| Admin fee / account holder | $2,317 | $6,275-63.1% | $10,010-76.9% | $5,403-57.1% |