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 | $45,704 | $47,944-4.7% | $67,834-32.6% | $62,891-27.3% |
| Participation rate | 38.3% | 61.1%-22.8pp | 68.8%-30.5pp | 69.3%-31.0pp |
| Annual return | -2.72% | 11.77%-14.5pp | 138.47%-141.2pp | 20.14%-22.9pp |
| Employer contribution / active EE | $531 | $1,562-66.0% | $2,403-77.9% | $2,281-76.7% |
| Participant deferral / active EE | $2,587 | $2,247+15.2% | $3,160-18.1% | $3,203-19.2% |
| Admin fee / account holder | $8,609 | $3,712+131.9% | $4,622+86.3% | $4,296+100.4% |