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 9-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 | $33,626 | $43,327-22.4% | $59,878-43.8% | $64,186-47.6% |
| Participation rate | 64.3% | 69.2%-4.9pp | 74.7%-10.4pp | 69.6%-5.3pp |
| Annual return | -8.05% | -1.55%-6.5pp | 3.46%-11.5pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,709 | $2,028-15.7% | $2,722-37.2% | $2,381-28.2% |
| Participant deferral / active EE | $3,120 | $2,546+22.5% | $3,402-8.3% | $3,470-10.1% |
| Admin fee / account holder | $536 | $3,005-82.2% | $3,590-85.1% | $4,888-89.0% |