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 | $53,770 | $67,411-20.2% | $91,001-40.9% | $70,131-23.3% |
| Participation rate | 56.9% | 71.4%-14.5pp | 75.6%-18.7pp | 69.5%-12.6pp |
| Annual return | 11.04% | -40.16%+51.2pp | 4.60%+6.4pp | 73.14%-62.1pp |
| Employer contribution / active EE | $862 | $1,786-51.7% | $2,456-64.9% | $2,342-63.2% |
| Participant deferral / active EE | $2,078 | $2,823-26.4% | $3,547-41.4% | $3,332-37.6% |
| Admin fee / account holder | $990 | $4,236-76.6% | $5,417-81.7% | $4,645-78.7% |