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 | $26,307 | $73,933-64.4% | $96,683-72.8% | $75,163-65.0% |
| Participation rate | 65.4% | 66.4%-1.0pp | 74.3%-9.0pp | 67.2%-1.8pp |
| Annual return | -8.58% | 26.70%-35.3pp | 35.69%-44.3pp | 160.62%-169.2pp |
| Employer contribution / active EE | $2,116 | $2,928-27.7% | $3,737-43.4% | $2,670-20.7% |
| Participant deferral / active EE | $3,372 | $3,659-7.8% | $4,878-30.9% | $4,125-18.2% |
| Admin fee / account holder | $2,870 | $5,216-45.0% | $6,730-57.4% | $5,651-49.2% |