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 | $37,928 | $81,900-53.7% | $119,609-68.3% | $68,494-44.6% |
| Participation rate | 63.9% | 71.9%-8.0pp | 79.3%-15.3pp | 67.9%-4.0pp |
| Annual return | -20.50% | -23.82%+3.3pp | -14.97%-5.5pp | -7.84%-12.7pp |
| Employer contribution / active EE | $2,570 | $2,693-4.6% | $4,232-39.3% | $2,596-1.0% |
| Participant deferral / active EE | $5,885 | $4,148+41.9% | $5,602+5.1% | $4,027+46.1% |
| Admin fee / account holder | $315 | $6,582-95.2% | $10,323-97.0% | $5,403-94.2% |