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 | $22,542 | $48,265-53.3% | $68,791-67.2% | $68,494-67.1% |
| Participation rate | 52.0% | 60.7%-8.7pp | 69.0%-17.0pp | 67.9%-15.9pp |
| Annual return | -25.95% | -12.71%-13.2pp | -6.38%-19.6pp | -7.84%-18.1pp |
| Employer contribution / active EE | $1,778 | $1,829-2.8% | $2,655-33.0% | $2,596-31.5% |
| Participant deferral / active EE | $3,411 | $2,867+19.0% | $3,941-13.4% | $4,027-15.3% |
| Admin fee / account holder | $368 | $4,355-91.6% | $4,932-92.5% | $5,403-93.2% |