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 | $40,079 | $54,726-26.8% | $68,793-41.7% | $64,186-37.6% |
| Participation rate | 54.1% | 68.0%-13.9pp | 72.2%-18.1pp | 69.6%-15.5pp |
| Annual return | -8.69% | -1.62%-7.1pp | -4.63%-4.1pp | 7.63%-16.3pp |
| Employer contribution / active EE | $881 | $1,846-52.3% | $2,625-66.4% | $2,381-63.0% |
| Participant deferral / active EE | $2,589 | $2,626-1.4% | $3,311-21.8% | $3,470-25.4% |
| Admin fee / account holder | $444 | $4,027-89.0% | $5,131-91.3% | $4,888-90.9% |