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 | $47,387 | $71,883-34.1% | $86,677-45.3% | $68,494-30.8% |
| Participation rate | 66.2% | 72.2%-6.1pp | 76.6%-10.4pp | 67.9%-1.7pp |
| Annual return | -22.14% | 3.52%-25.7pp | 35.91%-58.0pp | -7.84%-14.3pp |
| Employer contribution / active EE | $2,081 | $2,173-4.2% | $2,836-26.6% | $2,596-19.8% |
| Participant deferral / active EE | $3,715 | $3,779-1.7% | $4,656-20.2% | $4,027-7.8% |
| Admin fee / account holder | $588 | $6,112-90.4% | $7,493-92.2% | $5,403-89.1% |