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 7-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 | $65,559 | $73,867-11.2% | $143,757-54.4% | $68,494-4.3% |
| Participation rate | 37.5% | 66.7%-29.2pp | 80.3%-42.8pp | 67.9%-30.4pp |
| Annual return | -25.45% | 1.01%-26.5pp | -0.04%-25.4pp | -7.84%-17.6pp |
| Employer contribution / active EE | $1,858 | $3,184-41.6% | $4,951-62.5% | $2,596-28.4% |
| Participant deferral / active EE | $4,610 | $3,384+36.2% | $5,637-18.2% | $4,027+14.5% |
| Admin fee / account holder | $2,521 | $5,755-56.2% | $14,673-82.8% | $5,403-53.3% |