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 10-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 | $62,192 | $73,867-15.8% | $143,757-56.7% | $68,494-9.2% |
| Participation rate | 46.9% | 66.7%-19.8pp | 80.3%-33.4pp | 67.9%-21.0pp |
| Annual return | -24.16% | 1.01%-25.2pp | -0.04%-24.1pp | -7.84%-16.3pp |
| Employer contribution / active EE | $618 | $3,184-80.6% | $4,951-87.5% | $2,596-76.2% |
| Participant deferral / active EE | $2,077 | $3,384-38.6% | $5,637-63.2% | $4,027-48.4% |
| Admin fee / account holder | $1,202 | $5,755-79.1% | $14,673-91.8% | $5,403-77.8% |