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 | $34,089 | $45,863-25.7% | $77,024-55.7% | $68,494-50.2% |
| Participation rate | 26.9% | 55.9%-29.0pp | 67.9%-41.0pp | 67.9%-41.0pp |
| Annual return | -22.80% | 1.72%-24.5pp | 42.32%-65.1pp | -7.84%-15.0pp |
| Employer contribution / active EE | $850 | $1,650-48.5% | $2,812-69.8% | $2,596-67.3% |
| Participant deferral / active EE | $2,765 | $2,962-6.7% | $4,426-37.5% | $4,027-31.3% |
| Admin fee / account holder | $406 | $3,041-86.7% | $5,425-92.5% | $5,403-92.5% |