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 4-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 | $32,265 | $69,010-53.2% | $159,960-79.8% | $68,494-52.9% |
| Participation rate | 59.5% | 65.4%-5.9pp | 78.0%-18.5pp | 67.9%-8.4pp |
| Annual return | -19.89% | -9.65%-10.2pp | 408.60%-428.5pp | -7.84%-12.0pp |
| Employer contribution / active EE | $2,264 | $2,213+2.3% | $4,226-46.4% | $2,596-12.8% |
| Participant deferral / active EE | $4,519 | $4,212+7.3% | $6,182-26.9% | $4,027+12.2% |
| Admin fee / account holder | $697 | $4,798-85.5% | $8,698-92.0% | $5,403-87.1% |