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 | $37,228 | $43,327-14.1% | $59,878-37.8% | $64,186-42.0% |
| Participation rate | 69.1% | 69.2%0pp | 74.7%-5.6pp | 69.6%-0.5pp |
| Annual return | -18.28% | -1.55%-16.7pp | 3.46%-21.7pp | 7.63%-25.9pp |
| Employer contribution / active EE | $6,598 | $2,028+225.3% | $2,722+142.4% | $2,381+177.1% |
| Participant deferral / active EE | $1,543 | $2,546-39.4% | $3,402-54.6% | $3,470-55.5% |
| Admin fee / account holder | $736 | $3,005-75.5% | $3,590-79.5% | $4,888-84.9% |