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 | $26,037 | $73,867-64.8% | $143,757-81.9% | $68,494-62.0% |
| Participation rate | 34.0% | 66.7%-32.7pp | 80.3%-46.3pp | 67.9%-33.9pp |
| Annual return | -19.68% | 1.01%-20.7pp | -0.04%-19.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,275 | $3,184-60.0% | $4,951-74.2% | $2,596-50.9% |
| Participant deferral / active EE | $2,935 | $3,384-13.3% | $5,637-47.9% | $4,027-27.1% |
| Admin fee / account holder | $2,444 | $5,755-57.5% | $14,673-83.3% | $5,403-54.8% |