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 6-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 | $40,167 | $82,286-51.2% | $68,791-41.6% | $134,475-70.1% |
| Participation rate | 57.1% | 75.1%-17.9pp | 69.0%-11.9pp | 81.2%-24.1pp |
| Annual return | -23.17% | -2.19%-21.0pp | -6.38%-16.8pp | 417.96%-441.1pp |
| Employer contribution / active EE | $13,007 | $3,301+294.1% | $2,655+389.9% | $4,740+174.4% |
| Participant deferral / active EE | $7,209 | $4,739+52.1% | $3,941+82.9% | $6,400+12.6% |
| Admin fee / account holder | $948 | $6,481-85.4% | $4,932-80.8% | $11,426-91.7% |