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 | $26,899 | $42,894-37.3% | $60,874-55.8% | $68,494-60.7% |
| Participation rate | 41.3% | 66.8%-25.5pp | 73.1%-31.8pp | 67.9%-26.6pp |
| Annual return | -23.65% | -13.98%-9.7pp | 16.90%-40.5pp | -7.84%-15.8pp |
| Employer contribution / active EE | $584 | $1,978-70.5% | $2,701-78.4% | $2,596-77.5% |
| Participant deferral / active EE | $2,258 | $2,867-21.2% | $3,817-40.8% | $4,027-43.9% |
| Admin fee / account holder | $3,520 | $3,101+13.5% | $3,224+9.2% | $5,403-34.9% |