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 5-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 | $23,708 | $133,958-82.3% | $112,228-78.9% | $134,475-82.4% |
| Participation rate | 68.2% | 78.6%-10.4pp | 75.1%-6.9pp | 81.2%-13.0pp |
| Annual return | -22.35% | 47.11%-69.5pp | 27.45%-49.8pp | 417.96%-440.3pp |
| Employer contribution / active EE | $3,127 | $4,038-22.6% | $3,635-14.0% | $4,740-34.0% |
| Participant deferral / active EE | $7,311 | $5,291+38.2% | $4,728+54.6% | $6,400+14.2% |
| Admin fee / account holder | $1,739 | $7,489-76.8% | $6,410-72.9% | $11,426-84.8% |