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 9-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 | $30,225 | $64,707-53.3% | $112,228-73.1% | $68,494-55.9% |
| Participation rate | 60.0% | 67.2%-7.2pp | 75.1%-15.1pp | 67.9%-7.9pp |
| Annual return | -20.31% | -11.40%-8.9pp | 27.45%-47.8pp | -7.84%-12.5pp |
| Employer contribution / active EE | $2,226 | $2,746-18.9% | $3,635-38.8% | $2,596-14.3% |
| Participant deferral / active EE | $3,957 | $3,565+11.0% | $4,728-16.3% | $4,027-1.7% |
| Admin fee / account holder | $2,476 | $5,232-52.7% | $6,410-61.4% | $5,403-54.2% |