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 | $32,238 | $76,000-57.6% | $154,107-79.1% | $64,186-49.8% |
| Participation rate | 69.0% | 70.4%-1.5pp | 83.0%-14.1pp | 69.6%-0.6pp |
| Annual return | -17.81% | 30.32%-48.1pp | 735.12%-752.9pp | 7.63%-25.4pp |
| Employer contribution / active EE | $1,900 | $3,351-43.3% | $5,298-64.1% | $2,381-20.2% |
| Participant deferral / active EE | $3,573 | $3,175+12.5% | $5,081-29.7% | $3,470+3.0% |
| Admin fee / account holder | $2,316 | $5,596-58.6% | $13,411-82.7% | $4,888-52.6% |