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 | $71,161 | $73,004-2.5% | $90,749-21.6% | $68,494+3.9% |
| Participation rate | 67.0% | 70.8%-3.8pp | 75.7%-8.6pp | 67.9%-0.8pp |
| Annual return | -21.53% | -13.81%-7.7pp | -12.16%-9.4pp | -7.84%-13.7pp |
| Employer contribution / active EE | $2,446 | $2,193+11.5% | $2,921-16.3% | $2,596-5.8% |
| Participant deferral / active EE | $3,202 | $3,627-11.7% | $4,564-29.8% | $4,027-20.5% |
| Admin fee / account holder | $7,322 | $5,896+24.2% | $8,445-13.3% | $5,403+35.5% |