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 | $45,317 | $86,655-47.7% | $119,609-62.1% | $66,914-32.3% |
| Participation rate | 59.0% | 75.6%-16.5pp | 79.3%-20.2pp | 69.8%-10.8pp |
| Annual return | -21.30% | -8.00%-13.3pp | -14.97%-6.3pp | 1.58%-22.9pp |
| Employer contribution / active EE | $1,937 | $2,536-23.6% | $4,232-54.2% | $2,544-23.9% |
| Participant deferral / active EE | $3,011 | $4,358-30.9% | $5,602-46.3% | $4,237-28.9% |
| Admin fee / account holder | $1,380 | $755+82.8% | $10,323-86.6% | $593+132.6% |