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 | $27,892 | $58,577-52.4% | $83,333-66.5% | $64,186-56.5% |
| Participation rate | 34.0% | 72.0%-38.0pp | 77.8%-43.8pp | 69.6%-35.6pp |
| Annual return | -8.82% | 9.65%-18.5pp | 10.63%-19.4pp | 7.63%-16.4pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,324 | $4,654-50.1% | $5,565-58.2% | $3,470-33.0% |
| Admin fee / account holder | $3,403 | $9,275-63.3% | $7,510-54.7% | $4,888-30.4% |