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 | $51,868 | $64,707-19.8% | $112,228-53.8% | $68,494-24.3% |
| Participation rate | 35.5% | 67.2%-31.7pp | 75.1%-39.6pp | 67.9%-32.4pp |
| Annual return | -20.30% | -11.40%-8.9pp | 27.45%-47.7pp | -7.84%-12.5pp |
| Employer contribution / active EE | $1,154 | $2,746-58.0% | $3,635-68.2% | $2,596-55.5% |
| Participant deferral / active EE | $1,745 | $3,565-51.0% | $4,728-63.1% | $4,027-56.7% |
| Admin fee / account holder | $3,784 | $5,232-27.7% | $6,410-41.0% | $5,403-30.0% |