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 6-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 | $33,400 | $77,813-57.1% | $123,544-73.0% | $64,186-48.0% |
| Participation rate | 61.2% | 74.7%-13.5pp | 82.3%-21.1pp | 69.6%-8.3pp |
| Annual return | -8.93% | 12.48%-21.4pp | 119.20%-128.1pp | 7.63%-16.6pp |
| Employer contribution / active EE | $2,390 | $3,014-20.7% | $4,628-48.4% | $2,381+0.4% |
| Participant deferral / active EE | $5,124 | $5,240-2.2% | $6,426-20.2% | $3,470+47.7% |
| Admin fee / account holder | $1,783 | $5,519-67.7% | $9,284-80.8% | $4,888-63.5% |