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 | $39,641 | $124,425-68.1% | $112,040-64.6% | $137,256-71.1% |
| Participation rate | 57.1% | 79.3%-22.2pp | 76.5%-19.3pp | 80.0%-22.8pp |
| Annual return | -2.76% | 24.72%-27.5pp | 24.52%-27.3pp | 220.34%-223.1pp |
| Employer contribution / active EE | $1,136 | $3,411-66.7% | $2,954-61.5% | $4,156-72.7% |
| Participant deferral / active EE | $3,452 | $5,718-39.6% | $5,098-32.3% | $6,407-46.1% |
| Admin fee / account holder | $6,157 | $15,207-59.5% | $12,098-49.1% | $12,270-49.8% |