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 | $22,383 | $76,912-70.9% | $129,110-82.7% | $68,494-67.3% |
| Participation rate | 61.8% | 69.1%-7.3pp | 77.3%-15.4pp | 67.9%-6.0pp |
| Annual return | -20.35% | -9.78%-10.6pp | -10.94%-9.4pp | -7.84%-12.5pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $5,052-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,330 | $4,732+33.8% | $6,542-3.2% | $4,027+57.2% |
| Admin fee / account holder | $4,476 | $6,638-32.6% | $14,302-68.7% | $5,403-17.2% |