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 | $29,781 | $45,863-35.1% | $77,024-61.3% | $68,494-56.5% |
| Participation rate | 36.0% | 55.9%-19.9pp | 67.9%-31.9pp | 67.9%-31.9pp |
| Annual return | -24.59% | 1.72%-26.3pp | 42.32%-66.9pp | -7.84%-16.7pp |
| Employer contribution / active EE | $654 | $1,650-60.4% | $2,812-76.8% | $2,596-74.8% |
| Participant deferral / active EE | $1,867 | $2,962-37.0% | $4,426-57.8% | $4,027-53.7% |
| Admin fee / account holder | $2,146 | $3,041-29.4% | $5,425-60.4% | $5,403-60.3% |