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 | $30,777 | $56,357-45.4% | $104,294-70.5% | $68,494-55.1% |
| Participation rate | 52.6% | 63.3%-10.6pp | 73.3%-20.6pp | 67.9%-15.3pp |
| Annual return | -19.43% | -9.19%-10.2pp | 24.61%-44.0pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,092 | $1,960-44.3% | $3,372-67.6% | $2,596-57.9% |
| Participant deferral / active EE | $2,011 | $3,077-34.6% | $4,625-56.5% | $4,027-50.1% |
| Admin fee / account holder | $1,285 | $4,903-73.8% | $7,339-82.5% | $5,403-76.2% |