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 8-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 | $93,264 | $73,004+27.8% | $90,749+2.8% | $68,494+36.2% |
| Participation rate | 53.4% | 70.8%-17.4pp | 75.7%-22.2pp | 67.9%-14.4pp |
| Annual return | -19.37% | -13.81%-5.6pp | -12.16%-7.2pp | -7.84%-11.5pp |
| Employer contribution / active EE | $594 | $2,193-72.9% | $2,921-79.7% | $2,596-77.1% |
| Participant deferral / active EE | $3,129 | $3,627-13.7% | $4,564-31.4% | $4,027-22.3% |
| Admin fee / account holder | $14,619 | $5,896+148.0% | $8,445+73.1% | $5,403+170.6% |