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 | $60,834 | $48,265+26.0% | $68,791-11.6% | $68,494-11.2% |
| Participation rate | 48.8% | 60.7%-11.9pp | 69.0%-20.2pp | 67.9%-19.1pp |
| Annual return | -19.90% | -12.71%-7.2pp | -6.38%-13.5pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,576 | $1,829-13.8% | $2,655-40.6% | $2,596-39.3% |
| Participant deferral / active EE | $3,959 | $2,867+38.1% | $3,941+0.5% | $4,027-1.7% |
| Admin fee / account holder | $4,677 | $4,355+7.4% | $4,932-5.2% | $5,403-13.4% |