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 | $15,793 | $108,172-85.4% | $77,482-79.6% | $158,922-90.1% |
| Participation rate | 4.5% | 64.4%-59.9pp | 54.2%-49.6pp | 82.0%-77.4pp |
| Annual return | -9.44% | 31.67%-41.1pp | 54.79%-64.2pp | 302.83%-312.3pp |
| Employer contribution / active EE | $32 | $1,325-97.6% | $986-96.8% | $4,761-99.3% |
| Participant deferral / active EE | $200 | $2,456-91.9% | $1,861-89.3% | $5,982-96.7% |
| Admin fee / account holder | $2,727 | $3,708-26.4% | $2,858-4.6% | $11,246-75.8% |