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 6-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 | $45,856 | $73,867-37.9% | $143,757-68.1% | $68,494-33.1% |
| Participation rate | 47.4% | 66.7%-19.3pp | 80.3%-32.9pp | 67.9%-20.5pp |
| Annual return | -24.11% | 1.01%-25.1pp | -0.04%-24.1pp | -7.84%-16.3pp |
| Employer contribution / active EE | $761 | $3,184-76.1% | $4,951-84.6% | $2,596-70.7% |
| Participant deferral / active EE | $2,109 | $3,384-37.7% | $5,637-62.6% | $4,027-47.6% |
| Admin fee / account holder | $788 | $5,755-86.3% | $14,673-94.6% | $5,403-85.4% |