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 9-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 | $19,608 | $35,183-44.3% | $73,545-73.3% | $70,131-72.0% |
| Participation rate | 36.4% | 42.9%-6.6pp | 54.9%-18.6pp | 69.5%-33.2pp |
| Annual return | -2.15% | 26.90%-29.1pp | -15.16%+13.0pp | 73.14%-75.3pp |
| Employer contribution / active EE | $1,283 | $709+81.0% | $1,219+5.2% | $2,342-45.2% |
| Participant deferral / active EE | $1,977 | $1,220+62.1% | $1,806+9.5% | $3,332-40.7% |
| Admin fee / account holder | $4,678 | $2,302+103.2% | $2,320+101.6% | $4,645+0.7% |