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 | $55,525 | $45,602+21.8% | $117,472-52.7% | $66,914-17.0% |
| Participation rate | 27.2% | 57.6%-30.4pp | 70.6%-43.4pp | 69.8%-42.6pp |
| Annual return | -19.73% | -16.74%-3.0pp | 29.74%-49.5pp | 1.58%-21.3pp |
| Employer contribution / active EE | $1,062 | $1,579-32.7% | $4,176-74.6% | $2,544-58.3% |
| Participant deferral / active EE | $2,165 | $2,845-23.9% | $4,070-46.8% | $4,237-48.9% |
| Admin fee / account holder | $1,449 | $661+119.3% | $5,645-74.3% | $593+144.2% |