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 7-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 | $34,037 | $65,061-47.7% | $143,757-76.3% | $66,914-49.1% |
| Participation rate | 58.3% | 65.2%-6.9pp | 80.3%-22.1pp | 69.8%-11.6pp |
| Annual return | -18.28% | -11.14%-7.1pp | -0.04%-18.2pp | 1.58%-19.9pp |
| Employer contribution / active EE | $1,729 | $2,361-26.8% | $4,951-65.1% | $2,544-32.1% |
| Participant deferral / active EE | $3,330 | $2,919+14.1% | $5,637-40.9% | $4,237-21.4% |
| Admin fee / account holder | $1,812 | $502+261.0% | $14,673-87.7% | $593+205.4% |