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 | $55,289 | $142,344-61.2% | $119,609-53.8% | $134,475-58.9% |
| Participation rate | 27.8% | 82.8%-55.0pp | 79.3%-51.5pp | 81.2%-53.4pp |
| Annual return | -21.82% | -12.44%-9.4pp | -14.97%-6.9pp | 417.96%-439.8pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,097 | $6,469-5.8% | $5,602+8.8% | $6,400-4.7% |
| Admin fee / account holder | $844 | $13,584-93.8% | $10,323-91.8% | $11,426-92.6% |