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 | $24,215 | $82,286-70.6% | $68,791-64.8% | $134,475-82.0% |
| Participation rate | 20.0% | 75.1%-55.1pp | 69.0%-49.0pp | 81.2%-61.2pp |
| Annual return | -68.89% | -2.19%-66.7pp | -6.38%-62.5pp | 417.96%-486.9pp |
| Employer contribution / active EE | $958 | $3,301-71.0% | $2,655-63.9% | $4,740-79.8% |
| Participant deferral / active EE | $1,436 | $4,739-69.7% | $3,941-63.6% | $6,400-77.6% |
| Admin fee / account holder | $24,875 | $6,481+283.8% | $4,932+404.4% | $11,426+117.7% |