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 | $27,811 | $27,641+0.6% | $61,373-54.7% | $68,494-59.4% |
| Participation rate | 38.7% | 39.5%-0.8pp | 52.6%-13.9pp | 67.9%-29.2pp |
| Annual return | -26.13% | -13.24%-12.9pp | 338.61%-364.7pp | -7.84%-18.3pp |
| Employer contribution / active EE | $941 | $695+35.3% | $1,159-18.8% | $2,596-63.7% |
| Participant deferral / active EE | $2,586 | $1,263+104.7% | $2,125+21.7% | $4,027-35.8% |
| Admin fee / account holder | $1,373 | $2,010-31.7% | $2,130-35.6% | $5,403-74.6% |