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 | $30,313 | $73,004-58.5% | $90,749-66.6% | $68,494-55.7% |
| Participation rate | 62.1% | 70.8%-8.8pp | 75.7%-13.6pp | 67.9%-5.8pp |
| Annual return | -32.92% | -13.81%-19.1pp | -12.16%-20.8pp | -7.84%-25.1pp |
| Employer contribution / active EE | $1,520 | $2,193-30.7% | $2,921-48.0% | $2,596-41.5% |
| Participant deferral / active EE | $1,966 | $3,627-45.8% | $4,564-56.9% | $4,027-51.2% |
| Admin fee / account holder | $476 | $5,896-91.9% | $8,445-94.4% | $5,403-91.2% |