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 | $43,640 | $54,726-20.3% | $68,793-36.6% | $64,186-32.0% |
| Participation rate | 6.5% | 68.0%-61.6pp | 72.2%-65.8pp | 69.6%-63.1pp |
| Annual return | -8.99% | -1.62%-7.4pp | -4.63%-4.4pp | 7.63%-16.6pp |
| Employer contribution / active EE | $347 | $1,846-81.2% | $2,625-86.8% | $2,381-85.4% |
| Participant deferral / active EE | $1,585 | $2,626-39.6% | $3,311-52.1% | $3,470-54.3% |
| Admin fee / account holder | $1,536 | $4,027-61.9% | $5,131-70.1% | $4,888-68.6% |