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 8-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 | $29,273 | $52,279-44.0% | $89,391-67.3% | $79,858-63.3% |
| Participation rate | 64.7% | 57.5%+7.2pp | 68.0%-3.3pp | 69.6%-4.9pp |
| Annual return | -0.35% | 22.16%-22.5pp | 245.62%-246.0pp | 31.71%-32.1pp |
| Employer contribution / active EE | $1,304 | $1,572-17.0% | $2,586-49.6% | $2,471-47.2% |
| Participant deferral / active EE | $2,795 | $2,740+2.0% | $3,890-28.1% | $3,740-25.3% |
| Admin fee / account holder | $4,757 | $3,356+41.7% | $4,881-2.5% | $5,306-10.3% |