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 5-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 | $44,226 | $64,707-31.7% | $112,228-60.6% | $68,494-35.4% |
| Participation rate | 30.8% | 67.2%-36.4pp | 75.1%-44.3pp | 67.9%-37.1pp |
| Annual return | -20.89% | -11.40%-9.5pp | 27.45%-48.3pp | -7.84%-13.0pp |
| Employer contribution / active EE | $892 | $2,746-67.5% | $3,635-75.5% | $2,596-65.6% |
| Participant deferral / active EE | $1,699 | $3,565-52.3% | $4,728-64.1% | $4,027-57.8% |
| Admin fee / account holder | $583 | $5,232-88.9% | $6,410-90.9% | $5,403-89.2% |