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 | $43,546 | $65,435-33.5% | $86,677-49.8% | $66,914-34.9% |
| Participation rate | 64.7% | 75.5%-10.7pp | 76.6%-11.9pp | 69.8%-5.1pp |
| Annual return | -23.00% | -10.89%-12.1pp | 35.91%-58.9pp | 1.58%-24.6pp |
| Employer contribution / active EE | $1,274 | $2,153-40.8% | $2,836-55.1% | $2,544-49.9% |
| Participant deferral / active EE | $2,322 | $4,100-43.4% | $4,656-50.1% | $4,237-45.2% |
| Admin fee / account holder | $912 | $642+42.2% | $7,493-87.8% | $593+53.8% |