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 | $14,312 | $95,862-85.1% | $79,550-82.0% | $134,475-89.4% |
| Participation rate | 31.6% | 75.0%-43.5pp | 69.5%-37.9pp | 81.2%-49.6pp |
| Annual return | -34.15% | -2.69%-31.5pp | 0.16%-34.3pp | 417.96%-452.1pp |
| Employer contribution / active EE | $695 | $3,128-77.8% | $2,413-71.2% | $4,740-85.3% |
| Participant deferral / active EE | $2,291 | $4,693-51.2% | $3,985-42.5% | $6,400-64.2% |
| Admin fee / account holder | $357 | $9,126-96.1% | $6,832-94.8% | $11,426-96.9% |