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 | $46,878 | $59,805-21.6% | $79,550-41.1% | $68,494-31.6% |
| Participation rate | 14.8% | 61.1%-46.2pp | 69.5%-54.7pp | 67.9%-53.1pp |
| Annual return | -23.24% | -12.30%-10.9pp | 0.16%-23.4pp | -7.84%-15.4pp |
| Employer contribution / active EE | $521 | $1,505-65.4% | $2,413-78.4% | $2,596-79.9% |
| Participant deferral / active EE | $2,050 | $3,024-32.2% | $3,985-48.6% | $4,027-49.1% |
| Admin fee / account holder | $1,225 | $4,835-74.7% | $6,832-82.1% | $5,403-77.3% |