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 | $35,431 | $73,867-52.0% | $143,757-75.4% | $68,494-48.3% |
| Participation rate | 15.7% | 66.7%-50.9pp | 80.3%-64.6pp | 67.9%-52.2pp |
| Annual return | -23.44% | 1.01%-24.5pp | -0.04%-23.4pp | -7.84%-15.6pp |
| Employer contribution / active EE | $526 | $3,184-83.5% | $4,951-89.4% | $2,596-79.7% |
| Participant deferral / active EE | $1,437 | $3,384-57.5% | $5,637-74.5% | $4,027-64.3% |
| Admin fee / account holder | $2,755 | $5,755-52.1% | $14,673-81.2% | $5,403-49.0% |