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 | $51,309 | $62,586-18.0% | $76,768-33.2% | $64,186-20.1% |
| Participation rate | 57.6% | 72.8%-15.2pp | 77.0%-19.4pp | 69.6%-12.0pp |
| Annual return | -7.72% | -1.95%-5.8pp | 2.43%-10.2pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,303 | $1,832-28.9% | $2,485-47.6% | $2,381-45.3% |
| Participant deferral / active EE | $1,952 | $3,145-37.9% | $3,852-49.3% | $3,470-43.7% |
| Admin fee / account holder | $790 | $4,667-83.1% | $6,675-88.2% | $4,888-83.8% |