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 | $43,228 | $167,307-74.2% | $143,757-69.9% | $134,475-67.9% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -21.68% | 0.46%-22.1pp | -0.04%-21.6pp | 417.96%-439.6pp |
| Employer contribution / active EE | $3,942 | $5,619-29.8% | $4,951-20.4% | $4,740-16.8% |
| Participant deferral / active EE | $5,914 | $6,446-8.3% | $5,637+4.9% | $6,400-7.6% |
| Admin fee / account holder | $6,443 | $18,088-64.4% | $14,673-56.1% | $11,426-43.6% |