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 | $29,040 | $62,586-53.6% | $76,768-62.2% | $64,186-54.8% |
| Participation rate | 61.2% | 72.8%-11.6pp | 77.0%-15.7pp | 69.6%-8.3pp |
| Annual return | -7.60% | -1.95%-5.7pp | 2.43%-10.0pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,509 | $1,832-17.7% | $2,485-39.3% | $2,381-36.6% |
| Participant deferral / active EE | $3,449 | $3,145+9.7% | $3,852-10.5% | $3,470-0.6% |
| Admin fee / account holder | $4,149 | $4,667-11.1% | $6,675-37.8% | $4,888-15.1% |