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 | $36,062 | $48,265-25.3% | $68,791-47.6% | $68,494-47.4% |
| Participation rate | 34.0% | 60.7%-26.7pp | 69.0%-35.0pp | 67.9%-33.9pp |
| Annual return | -19.92% | -12.71%-7.2pp | -6.38%-13.5pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,121 | $1,829-38.7% | $2,655-57.8% | $2,596-56.8% |
| Participant deferral / active EE | $2,270 | $2,867-20.8% | $3,941-42.4% | $4,027-43.6% |
| Admin fee / account holder | $1,888 | $4,355-56.7% | $4,932-61.7% | $5,403-65.1% |