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 | $27,495 | $71,883-61.7% | $86,677-68.3% | $68,494-59.9% |
| Participation rate | 40.0% | 72.2%-32.2pp | 76.6%-36.6pp | 67.9%-27.9pp |
| Annual return | -22.38% | 3.52%-25.9pp | 35.91%-58.3pp | -7.84%-14.5pp |
| Employer contribution / active EE | $1,331 | $2,173-38.7% | $2,836-53.1% | $2,596-48.7% |
| Participant deferral / active EE | $2,313 | $3,779-38.8% | $4,656-50.3% | $4,027-42.6% |
| Admin fee / account holder | $458 | $6,112-92.5% | $7,493-93.9% | $5,403-91.5% |