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 8-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 | $27,701 | $133,958-79.3% | $112,228-75.3% | $134,475-79.4% |
| Participation rate | 39.1% | 78.6%-39.4pp | 75.1%-35.9pp | 81.2%-42.1pp |
| Annual return | -22.49% | 47.11%-69.6pp | 27.45%-49.9pp | 417.96%-440.5pp |
| Employer contribution / active EE | $949 | $4,038-76.5% | $3,635-73.9% | $4,740-80.0% |
| Participant deferral / active EE | $1,903 | $5,291-64.0% | $4,728-59.7% | $6,400-70.3% |
| Admin fee / account holder | $14,635 | $7,489+95.4% | $6,410+128.3% | $11,426+28.1% |