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 | $31,839 | $73,867-56.9% | $143,757-77.9% | $68,494-53.5% |
| Participation rate | 43.1% | 66.7%-23.6pp | 80.3%-37.2pp | 67.9%-24.8pp |
| Annual return | -19.76% | 1.01%-20.8pp | -0.04%-19.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,228 | $3,184-61.4% | $4,951-75.2% | $2,596-52.7% |
| Participant deferral / active EE | $2,093 | $3,384-38.2% | $5,637-62.9% | $4,027-48.0% |
| Admin fee / account holder | $512 | $5,755-91.1% | $14,673-96.5% | $5,403-90.5% |