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 8-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 | $52,776 | $73,102-27.8% | $123,544-57.3% | $56,287-6.2% |
| Participation rate | 41.0% | 74.3%-33.4pp | 82.3%-41.3pp | 69.9%-28.9pp |
| Annual return | -7.94% | 3.01%-10.9pp | 119.20%-127.1pp | -9.96%+2.0pp |
| Employer contribution / active EE | $642 | $2,977-78.4% | $4,628-86.1% | $2,111-69.6% |
| Participant deferral / active EE | $2,747 | $5,423-49.4% | $6,426-57.3% | $3,350-18.0% |
| Admin fee / account holder | $4,452 | $554+704.0% | $9,284-52.0% | $521+754.6% |