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 | $34,160 | $54,541-37.4% | $78,778-56.6% | $70,131-51.3% |
| Participation rate | 42.5% | 60.8%-18.3pp | 69.2%-26.7pp | 69.5%-27.0pp |
| Annual return | -7.12% | 21.07%-28.2pp | 35.62%-42.7pp | 73.14%-80.3pp |
| Employer contribution / active EE | $1,015 | $1,089-6.7% | $1,986-48.9% | $2,342-56.7% |
| Participant deferral / active EE | $2,090 | $2,210-5.4% | $2,958-29.4% | $3,332-37.3% |
| Admin fee / account holder | $4,427 | $3,709+19.4% | $5,134-13.8% | $4,645-4.7% |