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 | $26,614 | $77,813-65.8% | $123,544-78.5% | $64,186-58.5% |
| Participation rate | 62.1% | 74.7%-12.6pp | 82.3%-20.2pp | 69.6%-7.4pp |
| Annual return | -17.61% | 12.48%-30.1pp | 119.20%-136.8pp | 7.63%-25.2pp |
| Employer contribution / active EE | $2,653 | $3,014-12.0% | $4,628-42.7% | $2,381+11.4% |
| Participant deferral / active EE | $4,320 | $5,240-17.6% | $6,426-32.8% | $3,470+24.5% |
| Admin fee / account holder | $1,023 | $5,519-81.5% | $9,284-89.0% | $4,888-79.1% |