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 8-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 | $57,239 | $73,867-22.5% | $143,757-60.2% | $68,494-16.4% |
| Participation rate | 41.9% | 66.7%-24.7pp | 80.3%-38.4pp | 67.9%-26.0pp |
| Annual return | -21.06% | 1.01%-22.1pp | -0.04%-21.0pp | -7.84%-13.2pp |
| Employer contribution / active EE | $2,382 | $3,184-25.2% | $4,951-51.9% | $2,596-8.3% |
| Participant deferral / active EE | $4,941 | $3,384+46.0% | $5,637-12.3% | $4,027+22.7% |
| Admin fee / account holder | $7,348 | $5,755+27.7% | $14,673-49.9% | $5,403+36.0% |