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 | $39,427 | $59,107-33.3% | $86,436-54.4% | $68,494-42.4% |
| Participation rate | 63.2% | 75.2%-12.1pp | 80.3%-17.2pp | 67.9%-4.7pp |
| Annual return | -19.31% | -0.23%-19.1pp | 4394.89%-4414.2pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,137 | $2,519-54.9% | $3,769-69.8% | $2,596-56.2% |
| Participant deferral / active EE | $7,512 | $5,901+27.3% | $6,952+8.1% | $4,027+86.5% |
| Admin fee / account holder | $1,554 | $5,637-72.4% | $6,731-76.9% | $5,403-71.2% |