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 | $42,586 | $52,519-18.9% | $155,790-72.7% | $59,632-28.6% |
| Participation rate | 55.6% | 61.7%-6.2pp | 76.1%-20.5pp | 68.7%-13.1pp |
| Annual return | -3.10% | 53.51%-56.6pp | 71.54%-74.6pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $3,185 | $1,589+100.4% | $3,836-17.0% | $2,203+44.6% |
| Participant deferral / active EE | $4,606 | $3,084+49.3% | $4,797-4.0% | $3,192+44.3% |
| Admin fee / account holder | $635 | $3,540-82.1% | $7,478-91.5% | $4,297-85.2% |