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 | $53,348 | $77,813-31.4% | $123,544-56.8% | $64,186-16.9% |
| Participation rate | 54.3% | 74.7%-20.4pp | 82.3%-28.0pp | 69.6%-15.3pp |
| Annual return | -8.23% | 12.48%-20.7pp | 119.20%-127.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $3,112 | $3,014+3.3% | $4,628-32.7% | $2,381+30.7% |
| Participant deferral / active EE | $7,981 | $5,240+52.3% | $6,426+24.2% | $3,470+130.0% |
| Admin fee / account holder | $1,735 | $5,519-68.6% | $9,284-81.3% | $4,888-64.5% |