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 | $45,799 | $71,883-36.3% | $86,677-47.2% | $68,494-33.1% |
| Participation rate | 68.9% | 72.2%-3.3pp | 76.6%-7.7pp | 67.9%+1.0pp |
| Annual return | -19.33% | 3.52%-22.8pp | 35.91%-55.2pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,442 | $2,173-33.6% | $2,836-49.1% | $2,596-44.4% |
| Participant deferral / active EE | $4,225 | $3,779+11.8% | $4,656-9.2% | $4,027+4.9% |
| Admin fee / account holder | $9,492 | $6,112+55.3% | $7,493+26.7% | $5,403+75.7% |