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 | $22,143 | $73,867-70.0% | $143,757-84.6% | $68,494-67.7% |
| Participation rate | 32.1% | 66.7%-34.5pp | 80.3%-48.2pp | 67.9%-35.7pp |
| Annual return | -20.16% | 1.01%-21.2pp | -0.04%-20.1pp | -7.84%-12.3pp |
| Employer contribution / active EE | $790 | $3,184-75.2% | $4,951-84.1% | $2,596-69.6% |
| Participant deferral / active EE | $2,023 | $3,384-40.2% | $5,637-64.1% | $4,027-49.8% |
| Admin fee / account holder | $404 | $5,755-93.0% | $14,673-97.2% | $5,403-92.5% |