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 | $59,841 | $45,863+30.5% | $77,024-22.3% | $68,494-12.6% |
| Participation rate | 38.5% | 55.9%-17.5pp | 67.9%-29.4pp | 67.9%-29.4pp |
| Annual return | -20.09% | 1.72%-21.8pp | 42.32%-62.4pp | -7.84%-12.2pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,619 | $2,962+123.4% | $4,426+49.5% | $4,027+64.4% |
| Admin fee / account holder | $3,884 | $3,041+27.7% | $5,425-28.4% | $5,403-28.1% |