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 7-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 | $46,353 | $73,004-36.5% | $90,749-48.9% | $68,494-32.3% |
| Participation rate | 57.5% | 70.8%-13.3pp | 75.7%-18.2pp | 67.9%-10.4pp |
| Annual return | -20.92% | -13.81%-7.1pp | -12.16%-8.8pp | -7.84%-13.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,849 | $3,627+6.1% | $4,564-15.7% | $4,027-4.4% |
| Admin fee / account holder | $1,136 | $5,896-80.7% | $8,445-86.5% | $5,403-79.0% |