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 | $31,012 | $48,265-35.7% | $68,791-54.9% | $68,494-54.7% |
| Participation rate | 63.0% | 60.7%+2.3pp | 69.0%-6.1pp | 67.9%-4.9pp |
| Annual return | -20.13% | -12.71%-7.4pp | -6.38%-13.8pp | -7.84%-12.3pp |
| Employer contribution / active EE | $2,990 | $1,829+63.5% | $2,655+12.6% | $2,596+15.2% |
| Participant deferral / active EE | $4,683 | $2,867+63.3% | $3,941+18.8% | $4,027+16.3% |
| Admin fee / account holder | $2,499 | $4,355-42.6% | $4,932-49.3% | $5,403-53.7% |