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 | $43,376 | $71,883-39.7% | $86,677-50.0% | $68,494-36.7% |
| Participation rate | 61.3% | 72.2%-10.9pp | 76.6%-15.3pp | 67.9%-6.6pp |
| Annual return | -24.81% | 3.52%-28.3pp | 35.91%-60.7pp | -7.84%-17.0pp |
| Employer contribution / active EE | $1,996 | $2,173-8.1% | $2,836-29.6% | $2,596-23.1% |
| Participant deferral / active EE | $3,257 | $3,779-13.8% | $4,656-30.0% | $4,027-19.1% |
| Admin fee / account holder | $2,229 | $6,112-63.5% | $7,493-70.3% | $5,403-58.7% |