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 | $31,545 | $64,707-51.3% | $112,228-71.9% | $68,494-53.9% |
| Participation rate | 64.1% | 67.2%-3.0pp | 75.1%-11.0pp | 67.9%-3.8pp |
| Annual return | -20.50% | -11.40%-9.1pp | 27.45%-48.0pp | -7.84%-12.7pp |
| Employer contribution / active EE | $1,574 | $2,746-42.7% | $3,635-56.7% | $2,596-39.4% |
| Participant deferral / active EE | $3,943 | $3,565+10.6% | $4,728-16.6% | $4,027-2.1% |
| Admin fee / account holder | $528 | $5,232-89.9% | $6,410-91.8% | $5,403-90.2% |