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 | $28,925 | $54,726-47.1% | $68,793-58.0% | $64,186-54.9% |
| Participation rate | 42.5% | 68.0%-25.5pp | 72.2%-29.7pp | 69.6%-27.1pp |
| Annual return | -8.88% | -1.62%-7.3pp | -4.63%-4.3pp | 7.63%-16.5pp |
| Employer contribution / active EE | $336 | $1,846-81.8% | $2,625-87.2% | $2,381-85.9% |
| Participant deferral / active EE | $2,153 | $2,626-18.0% | $3,311-35.0% | $3,470-38.0% |
| Admin fee / account holder | $4,544 | $4,027+12.8% | $5,131-11.4% | $4,888-7.0% |