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 | $46,836 | $73,867-36.6% | $143,757-67.4% | $68,494-31.6% |
| Participation rate | 37.0% | 66.7%-29.6pp | 80.3%-43.3pp | 67.9%-30.9pp |
| Annual return | -19.65% | 1.01%-20.7pp | -0.04%-19.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,531 | $3,184-51.9% | $4,951-69.1% | $2,596-41.0% |
| Participant deferral / active EE | $3,023 | $3,384-10.7% | $5,637-46.4% | $4,027-24.9% |
| Admin fee / account holder | $3,206 | $5,755-44.3% | $14,673-78.2% | $5,403-40.7% |