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 6-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 | $30,697 | $64,707-52.6% | $112,228-72.6% | $68,494-55.2% |
| Participation rate | 46.2% | 67.2%-21.0pp | 75.1%-28.9pp | 67.9%-21.7pp |
| Annual return | -23.25% | -11.40%-11.9pp | 27.45%-50.7pp | -7.84%-15.4pp |
| Employer contribution / active EE | $1,477 | $2,746-46.2% | $3,635-59.4% | $2,596-43.1% |
| Participant deferral / active EE | $2,234 | $3,565-37.3% | $4,728-52.7% | $4,027-44.5% |
| Admin fee / account holder | $392 | $5,232-92.5% | $6,410-93.9% | $5,403-92.7% |