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 | $23,109 | $45,863-49.6% | $77,024-70.0% | $68,494-66.3% |
| Participation rate | 19.2% | 55.9%-36.7pp | 67.9%-48.7pp | 67.9%-48.7pp |
| Annual return | -21.77% | 1.72%-23.5pp | 42.32%-64.1pp | -7.84%-13.9pp |
| Employer contribution / active EE | $771 | $1,650-53.3% | $2,812-72.6% | $2,596-70.3% |
| Participant deferral / active EE | $1,366 | $2,962-53.9% | $4,426-69.1% | $4,027-66.1% |
| Admin fee / account holder | $2,401 | $3,041-21.0% | $5,425-55.7% | $5,403-55.6% |