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 | $36,543 | $73,004-49.9% | $90,749-59.7% | $68,494-46.6% |
| Participation rate | 50.0% | 70.8%-20.8pp | 75.7%-25.7pp | 67.9%-17.9pp |
| Annual return | -22.87% | -13.81%-9.1pp | -12.16%-10.7pp | -7.84%-15.0pp |
| Employer contribution / active EE | $1,159 | $2,193-47.1% | $2,921-60.3% | $2,596-55.4% |
| Participant deferral / active EE | $3,834 | $3,627+5.7% | $4,564-16.0% | $4,027-4.8% |
| Admin fee / account holder | $632 | $5,896-89.3% | $8,445-92.5% | $5,403-88.3% |