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 | $54,040 | $53,596+0.8% | $90,645-40.4% | $64,186-15.8% |
| Participation rate | 21.9% | 64.5%-42.6pp | 74.0%-52.1pp | 69.6%-47.7pp |
| Annual return | -10.54% | 4.41%-15.0pp | 1.88%-12.4pp | 7.63%-18.2pp |
| Employer contribution / active EE | $639 | $1,503-57.5% | $2,532-74.7% | $2,381-73.1% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $3,425-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,528 | $3,868+146.3% | $4,994+90.8% | $4,888+94.9% |