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 | $37,802 | $62,586-39.6% | $76,768-50.8% | $64,186-41.1% |
| Participation rate | 66.7% | 72.8%-6.1pp | 77.0%-10.3pp | 69.6%-2.9pp |
| Annual return | -7.69% | -1.95%-5.7pp | 2.43%-10.1pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,306 | $1,832-28.7% | $2,485-47.5% | $2,381-45.2% |
| Participant deferral / active EE | $2,600 | $3,145-17.3% | $3,852-32.5% | $3,470-25.0% |
| Admin fee / account holder | $1,840 | $4,667-60.6% | $6,675-72.4% | $4,888-62.4% |