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 | $53,911 | $61,660-12.6% | $80,019-32.6% | $64,186-16.0% |
| Participation rate | 38.9% | 71.7%-32.8pp | 75.8%-36.9pp | 69.6%-30.7pp |
| Annual return | -8.99% | -0.33%-8.7pp | 11.22%-20.2pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,319 | $1,810-27.1% | $2,468-46.5% | $2,381-44.6% |
| Participant deferral / active EE | $2,152 | $2,968-27.5% | $3,686-41.6% | $3,470-38.0% |
| Admin fee / account holder | $1,675 | $5,417-69.1% | $6,521-74.3% | $4,888-65.7% |