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 | $47,896 | $71,883-33.4% | $86,677-44.7% | $68,494-30.1% |
| Participation rate | 68.4% | 72.2%-3.9pp | 76.6%-8.2pp | 67.9%+0.5pp |
| Annual return | -19.87% | 3.52%-23.4pp | 35.91%-55.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $970 | $2,173-55.4% | $2,836-65.8% | $2,596-62.7% |
| Participant deferral / active EE | $2,665 | $3,779-29.5% | $4,656-42.8% | $4,027-33.8% |
| Admin fee / account holder | $3,993 | $6,112-34.7% | $7,493-46.7% | $5,403-26.1% |