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 | $48,249 | $73,867-34.7% | $143,757-66.4% | $68,494-29.6% |
| Participation rate | 51.3% | 66.7%-15.4pp | 80.3%-29.0pp | 67.9%-16.6pp |
| Annual return | -20.81% | 1.01%-21.8pp | -0.04%-20.8pp | -7.84%-13.0pp |
| Employer contribution / active EE | $1,417 | $3,184-55.5% | $4,951-71.4% | $2,596-45.4% |
| Participant deferral / active EE | $3,053 | $3,384-9.8% | $5,637-45.8% | $4,027-24.2% |
| Admin fee / account holder | $3,169 | $5,755-44.9% | $14,673-78.4% | $5,403-41.3% |