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 | $24,718 | $58,577-57.8% | $83,333-70.3% | $64,186-61.5% |
| Participation rate | 64.3% | 72.0%-7.7pp | 77.8%-13.5pp | 69.6%-5.3pp |
| Annual return | -8.64% | 9.65%-18.3pp | 10.63%-19.3pp | 7.63%-16.3pp |
| Employer contribution / active EE | $2,232 | $2,098+6.3% | $3,379-34.0% | $2,381-6.3% |
| Participant deferral / active EE | $4,098 | $4,654-11.9% | $5,565-26.4% | $3,470+18.1% |
| Admin fee / account holder | $970 | $9,275-89.5% | $7,510-87.1% | $4,888-80.2% |