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 | $41,681 | $53,596-22.2% | $90,645-54.0% | $64,186-35.1% |
| Participation rate | 44.1% | 64.5%-20.4pp | 74.0%-29.9pp | 69.6%-25.5pp |
| Annual return | -9.38% | 4.41%-13.8pp | 1.88%-11.3pp | 7.63%-17.0pp |
| Employer contribution / active EE | $1,149 | $1,503-23.5% | $2,532-54.6% | $2,381-51.7% |
| Participant deferral / active EE | $2,263 | $2,459-7.9% | $3,425-33.9% | $3,470-34.8% |
| Admin fee / account holder | $346 | $3,868-91.0% | $4,994-93.1% | $4,888-92.9% |