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 | $23,893 | $71,883-66.8% | $86,677-72.4% | $68,494-65.1% |
| Participation rate | 64.3% | 72.2%-8.0pp | 76.6%-12.3pp | 67.9%-3.6pp |
| Annual return | -18.84% | 3.52%-22.4pp | 35.91%-54.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $832 | $2,173-61.7% | $2,836-70.7% | $2,596-67.9% |
| Participant deferral / active EE | $3,707 | $3,779-1.9% | $4,656-20.4% | $4,027-7.9% |
| Admin fee / account holder | $359 | $6,112-94.1% | $7,493-95.2% | $5,403-93.3% |