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 | $25,418 | $81,900-69.0% | $119,609-78.7% | $68,494-62.9% |
| Participation rate | 59.0% | 71.9%-12.9pp | 79.3%-20.2pp | 67.9%-8.9pp |
| Annual return | -19.92% | -23.82%+3.9pp | -14.97%-4.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,273 | $2,693-52.7% | $4,232-69.9% | $2,596-51.0% |
| Participant deferral / active EE | $3,523 | $4,148-15.1% | $5,602-37.1% | $4,027-12.5% |
| Admin fee / account holder | $790 | $6,582-88.0% | $10,323-92.4% | $5,403-85.4% |