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 | $23,696 | $45,602-48.0% | $117,472-79.8% | $66,914-64.6% |
| Participation rate | 46.3% | 57.6%-11.3pp | 70.6%-24.3pp | 69.8%-23.5pp |
| Annual return | -20.06% | -16.74%-3.3pp | 29.74%-49.8pp | 1.58%-21.6pp |
| Employer contribution / active EE | $1,285 | $1,579-18.6% | $4,176-69.2% | $2,544-49.5% |
| Participant deferral / active EE | $2,145 | $2,845-24.6% | $4,070-47.3% | $4,237-49.4% |
| Admin fee / account holder | $881 | $661+33.3% | $5,645-84.4% | $593+48.5% |