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 | $45,236 | $73,004-38.0% | $90,749-50.2% | $68,494-34.0% |
| Participation rate | 55.3% | 70.8%-15.5pp | 75.7%-20.4pp | 67.9%-12.6pp |
| Annual return | -19.25% | -13.81%-5.4pp | -12.16%-7.1pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,489 | $2,193+13.5% | $2,921-14.8% | $2,596-4.1% |
| Participant deferral / active EE | $3,428 | $3,627-5.5% | $4,564-24.9% | $4,027-14.9% |
| Admin fee / account holder | $21,462 | $5,896+264.0% | $8,445+154.1% | $5,403+297.2% |