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 | $67,552 | $69,010-2.1% | $159,960-57.8% | $68,494-1.4% |
| Participation rate | 45.5% | 65.4%-20.0pp | 78.0%-32.5pp | 67.9%-22.4pp |
| Annual return | -21.09% | -9.65%-11.4pp | 408.60%-429.7pp | -7.84%-13.2pp |
| Employer contribution / active EE | $1,831 | $2,213-17.3% | $4,226-56.7% | $2,596-29.5% |
| Participant deferral / active EE | $4,306 | $4,212+2.2% | $6,182-30.3% | $4,027+6.9% |
| Admin fee / account holder | $1,690 | $4,798-64.8% | $8,698-80.6% | $5,403-68.7% |