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 | $18,491 | $56,484-67.3% | $169,463-89.1% | $64,186-71.2% |
| Participation rate | 63.3% | 64.5%-1.2pp | 77.8%-14.4pp | 69.6%-6.2pp |
| Annual return | -14.94% | -1.55%-13.4pp | 1.83%-16.8pp | 7.63%-22.6pp |
| Employer contribution / active EE | $1,911 | $1,832+4.3% | $4,159-54.1% | $2,381-19.7% |
| Participant deferral / active EE | $5,946 | $3,448+72.5% | $5,277+12.7% | $3,470+71.4% |
| Admin fee / account holder | $721 | $4,174-82.7% | $9,109-92.1% | $4,888-85.2% |