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 | $37,991 | $42,894-11.4% | $60,874-37.6% | $68,494-44.5% |
| Participation rate | 59.6% | 66.8%-7.2pp | 73.1%-13.5pp | 67.9%-8.3pp |
| Annual return | -19.10% | -13.98%-5.1pp | 16.90%-36.0pp | -7.84%-11.3pp |
| Employer contribution / active EE | $990 | $1,978-49.9% | $2,701-63.4% | $2,596-61.9% |
| Participant deferral / active EE | $1,740 | $2,867-39.3% | $3,817-54.4% | $4,027-56.8% |
| Admin fee / account holder | $2,185 | $3,101-29.5% | $3,224-32.2% | $5,403-59.6% |