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 | $24,967 | $70,428-64.5% | $96,562-74.1% | $85,850-70.9% |
| Participation rate | 41.2% | 61.8%-20.6pp | 69.8%-28.6pp | 69.3%-28.1pp |
| Annual return | -2.81% | 18.59%-21.4pp | 37.78%-40.6pp | 318.53%-321.3pp |
| Employer contribution / active EE | $858 | $1,413-39.3% | $2,356-63.6% | $2,565-66.5% |
| Participant deferral / active EE | $1,672 | $2,894-42.2% | $3,849-56.6% | $3,952-57.7% |
| Admin fee / account holder | $2,767 | $4,997-44.6% | $6,181-55.2% | $6,260-55.8% |