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 | $25,575 | $81,900-68.8% | $119,609-78.6% | $68,494-62.7% |
| Participation rate | 64.8% | 71.9%-7.1pp | 79.3%-14.4pp | 67.9%-3.1pp |
| Annual return | -21.74% | -23.82%+2.1pp | -14.97%-6.8pp | -7.84%-13.9pp |
| Employer contribution / active EE | $1,443 | $2,693-46.4% | $4,232-65.9% | $2,596-44.4% |
| Participant deferral / active EE | $5,393 | $4,148+30.0% | $5,602-3.7% | $4,027+33.9% |
| Admin fee / account holder | $3,437 | $6,582-47.8% | $10,323-66.7% | $5,403-36.4% |