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 | $49,487 | $51,620-4.1% | $90,281-45.2% | $65,185-24.1% |
| Participation rate | 37.6% | 68.6%-31.0pp | 73.3%-35.7pp | 70.2%-32.6pp |
| Annual return | -5.89% | 24.94%-30.8pp | 78.10%-84.0pp | 29.38%-35.3pp |
| Employer contribution / active EE | $1,595 | $2,235-28.6% | $2,854-44.1% | $2,177-26.7% |
| Participant deferral / active EE | $1,183 | $2,871-58.8% | $3,885-69.6% | $3,514-66.3% |
| Admin fee / account holder | $8,361 | $384+2075.8% | $5,351+56.3% | $847+887.1% |