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 9-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 | $49,668 | $71,883-30.9% | $86,677-42.7% | $68,494-27.5% |
| Participation rate | 67.6% | 72.2%-4.7pp | 76.6%-9.0pp | 67.9%-0.3pp |
| Annual return | -22.15% | 3.52%-25.7pp | 35.91%-58.1pp | -7.84%-14.3pp |
| Employer contribution / active EE | $2,340 | $2,173+7.7% | $2,836-17.5% | $2,596-9.9% |
| Participant deferral / active EE | $5,700 | $3,779+50.9% | $4,656+22.4% | $4,027+41.5% |
| Admin fee / account holder | $900 | $6,112-85.3% | $7,493-88.0% | $5,403-83.3% |