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 | $48,932 | $71,883-31.9% | $86,677-43.5% | $68,494-28.6% |
| Participation rate | 34.5% | 72.2%-37.8pp | 76.6%-42.1pp | 67.9%-33.4pp |
| Annual return | -19.00% | 3.52%-22.5pp | 35.91%-54.9pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,661 | $3,779-29.6% | $4,656-42.8% | $4,027-33.9% |
| Admin fee / account holder | $1,120 | $6,112-81.7% | $7,493-85.1% | $5,403-79.3% |