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 | $47,063 | $73,867-36.3% | $143,757-67.3% | $68,494-31.3% |
| Participation rate | 7.8% | 66.7%-58.8pp | 80.3%-72.5pp | 67.9%-60.1pp |
| Annual return | -19.43% | 1.01%-20.4pp | -0.04%-19.4pp | -7.84%-11.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,143 | $3,384-66.2% | $5,637-79.7% | $4,027-71.6% |
| Admin fee / account holder | $2,331 | $5,755-59.5% | $14,673-84.1% | $5,403-56.8% |