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 | $127,065-68.8% | $113,168-65.0% | $142,382-72.2% |
| Participation rate | 57.1% | 79.2%-22.1pp | 76.6%-19.4pp | 80.1%-23.0pp |
| Annual return | -2.76% | 24.03%-26.8pp | 24.27%-27.0pp | 217.08%-219.8pp |
| Employer contribution / active EE | $1,136 | $3,442-67.0% | $2,975-61.8% | $4,299-73.6% |
| Participant deferral / active EE | $3,452 | $5,716-39.6% | $5,107-32.4% | $6,507-46.9% |
| Admin fee / account holder | $6,157 | $15,736-60.9% | $12,068-49.0% | $12,624-51.2% |