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 | $71,528 | $50,958+40.4% | $74,550-4.1% | $64,186+11.4% |
| Participation rate | 17.1% | 61.1%-43.9pp | 69.1%-52.0pp | 69.6%-52.4pp |
| Annual return | -8.23% | -1.86%-6.4pp | 32.53%-40.8pp | 7.63%-15.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,485 | $2,301-35.5% | $3,108-52.2% | $3,470-57.2% |
| Admin fee / account holder | $4,397 | $4,223+4.1% | $5,060-13.1% | $4,888-10.1% |