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 | $55,923 | $71,883-22.2% | $86,677-35.5% | $68,494-18.4% |
| Participation rate | 42.3% | 72.2%-29.9pp | 76.6%-34.3pp | 67.9%-25.6pp |
| Annual return | -22.00% | 3.52%-25.5pp | 35.91%-57.9pp | -7.84%-14.2pp |
| Employer contribution / active EE | $1,530 | $2,173-29.6% | $2,836-46.1% | $2,596-41.1% |
| Participant deferral / active EE | $2,222 | $3,779-41.2% | $4,656-52.3% | $4,027-44.8% |
| Admin fee / account holder | $761 | $6,112-87.5% | $7,493-89.8% | $5,403-85.9% |