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 | $44,957 | $46,553-3.4% | $64,056-29.8% | $75,163-40.2% |
| Participation rate | 48.2% | 65.9%-17.7pp | 72.3%-24.1pp | 67.2%-19.0pp |
| Annual return | -5.65% | 26.03%-31.7pp | 33.69%-39.3pp | 160.62%-166.3pp |
| Employer contribution / active EE | $569 | $1,974-71.2% | $2,747-79.3% | $2,670-78.7% |
| Participant deferral / active EE | $2,536 | $2,837-10.6% | $3,880-34.6% | $4,125-38.5% |
| Admin fee / account holder | $3,560 | $2,952+20.6% | $3,068+16.0% | $5,651-37.0% |