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 | $30,982 | $167,484-81.5% | $151,611-79.6% | $134,475-77.0% |
| Participation rate | 18.2% | 88.4%-70.2pp | 87.5%-69.3pp | 81.2%-63.0pp |
| Annual return | -22.86% | 7.80%-30.7pp | 3.33%-26.2pp | 417.96%-440.8pp |
| Employer contribution / active EE | $1,874 | $6,829-72.6% | $6,166-69.6% | $4,740-60.5% |
| Participant deferral / active EE | $5,771 | $8,986-35.8% | $8,363-31.0% | $6,400-9.8% |
| Admin fee / account holder | $69,813 | $13,783+406.5% | $11,616+501.0% | $11,426+511.0% |