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 | $30,247 | $73,102-58.6% | $123,544-75.5% | $56,287-46.3% |
| Participation rate | 55.1% | 74.3%-19.2pp | 82.3%-27.2pp | 69.9%-14.7pp |
| Annual return | -10.22% | 3.01%-13.2pp | 119.20%-129.4pp | -9.96%-0.3pp |
| Employer contribution / active EE | $2,208 | $2,977-25.8% | $4,628-52.3% | $2,111+4.6% |
| Participant deferral / active EE | $4,334 | $5,423-20.1% | $6,426-32.6% | $3,350+29.4% |
| Admin fee / account holder | $2,930 | $554+429.2% | $9,284-68.4% | $521+462.5% |