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 | $45,394 | $64,707-29.8% | $112,228-59.6% | $68,494-33.7% |
| Participation rate | 54.5% | 67.2%-12.6pp | 75.1%-20.5pp | 67.9%-13.3pp |
| Annual return | -20.20% | -11.40%-8.8pp | 27.45%-47.6pp | -7.84%-12.4pp |
| Employer contribution / active EE | $1,583 | $2,746-42.4% | $3,635-56.5% | $2,596-39.0% |
| Participant deferral / active EE | $3,785 | $3,565+6.2% | $4,728-19.9% | $4,027-6.0% |
| Admin fee / account holder | $14,324 | $5,232+173.8% | $6,410+123.5% | $5,403+165.1% |