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 | $28,679 | $48,265-40.6% | $68,791-58.3% | $68,494-58.1% |
| Participation rate | 59.3% | 60.7%-1.4pp | 69.0%-9.8pp | 67.9%-8.6pp |
| Annual return | -25.23% | -12.71%-12.5pp | -6.38%-18.9pp | -7.84%-17.4pp |
| Employer contribution / active EE | $2,286 | $1,829+25.0% | $2,655-13.9% | $2,596-11.9% |
| Participant deferral / active EE | $3,944 | $2,867+37.6% | $3,941+0.1% | $4,027-2.1% |
| Admin fee / account holder | $2,521 | $4,355-42.1% | $4,932-48.9% | $5,403-53.3% |