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 6-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 | $31,659 | $56,357-43.8% | $104,294-69.6% | $68,494-53.8% |
| Participation rate | 65.4% | 63.3%+2.1pp | 73.3%-7.9pp | 67.9%-2.5pp |
| Annual return | -19.51% | -9.19%-10.3pp | 24.61%-44.1pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,237 | $1,960+14.1% | $3,372-33.7% | $2,596-13.8% |
| Participant deferral / active EE | $4,741 | $3,077+54.1% | $4,625+2.5% | $4,027+17.7% |
| Admin fee / account holder | $333 | $4,903-93.2% | $7,339-95.5% | $5,403-93.8% |