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 | $47,183 | $45,863+2.9% | $77,024-38.7% | $68,494-31.1% |
| Participation rate | 34.0% | 55.9%-21.9pp | 67.9%-33.9pp | 67.9%-33.8pp |
| Annual return | -20.31% | 1.72%-22.0pp | 42.32%-62.6pp | -7.84%-12.5pp |
| Employer contribution / active EE | $943 | $1,650-42.8% | $2,812-66.5% | $2,596-63.7% |
| Participant deferral / active EE | $2,427 | $2,962-18.1% | $4,426-45.2% | $4,027-39.7% |
| Admin fee / account holder | $628 | $3,041-79.4% | $5,425-88.4% | $5,403-88.4% |