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 9-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 | $29,957 | $81,900-63.4% | $119,609-75.0% | $68,494-56.3% |
| Participation rate | 56.3% | 71.9%-15.6pp | 79.3%-23.0pp | 67.9%-11.6pp |
| Annual return | -22.29% | -23.82%+1.5pp | -14.97%-7.3pp | -7.84%-14.4pp |
| Employer contribution / active EE | $1,469 | $2,693-45.5% | $4,232-65.3% | $2,596-43.4% |
| Participant deferral / active EE | $2,224 | $4,148-46.4% | $5,602-60.3% | $4,027-44.8% |
| Admin fee / account holder | $1,304 | $6,582-80.2% | $10,323-87.4% | $5,403-75.9% |