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 | $36,973 | $62,586-40.9% | $76,768-51.8% | $64,186-42.4% |
| Participation rate | 47.5% | 72.8%-25.4pp | 77.0%-29.5pp | 69.6%-22.1pp |
| Annual return | -8.65% | -1.95%-6.7pp | 2.43%-11.1pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,447 | $1,832-21.0% | $2,485-41.8% | $2,381-39.2% |
| Participant deferral / active EE | $2,662 | $3,145-15.3% | $3,852-30.9% | $3,470-23.3% |
| Admin fee / account holder | $306 | $4,667-93.5% | $6,675-95.4% | $4,888-93.7% |