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 | $41,531 | $64,707-35.8% | $112,228-63.0% | $68,494-39.4% |
| Participation rate | 49.2% | 67.2%-18.0pp | 75.1%-25.9pp | 67.9%-18.7pp |
| Annual return | -24.86% | -11.40%-13.5pp | 27.45%-52.3pp | -7.84%-17.0pp |
| Employer contribution / active EE | $1,683 | $2,746-38.7% | $3,635-53.7% | $2,596-35.2% |
| Participant deferral / active EE | $3,499 | $3,565-1.8% | $4,728-26.0% | $4,027-13.1% |
| Admin fee / account holder | $3,375 | $5,232-35.5% | $6,410-47.3% | $5,403-37.5% |