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 | $37,004 | $48,265-23.3% | $68,791-46.2% | $68,494-46.0% |
| Participation rate | 43.6% | 60.7%-17.1pp | 69.0%-25.4pp | 67.9%-24.3pp |
| Annual return | -19.63% | -12.71%-6.9pp | -6.38%-13.3pp | -7.84%-11.8pp |
| Employer contribution / active EE | $552 | $1,829-69.8% | $2,655-79.2% | $2,596-78.8% |
| Participant deferral / active EE | $1,168 | $2,867-59.2% | $3,941-70.4% | $4,027-71.0% |
| Admin fee / account holder | $2,014 | $4,355-53.8% | $4,932-59.2% | $5,403-62.7% |