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 | $32,018 | $42,894-25.4% | $60,874-47.4% | $68,494-53.3% |
| Participation rate | 53.1% | 66.8%-13.7pp | 73.1%-20.0pp | 67.9%-14.8pp |
| Annual return | -23.16% | -13.98%-9.2pp | 16.90%-40.1pp | -7.84%-15.3pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $971 | $2,867-66.1% | $3,817-74.6% | $4,027-75.9% |
| Admin fee / account holder | $372 | $3,101-88.0% | $3,224-88.5% | $5,403-93.1% |