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 | $42,595 | $62,586-31.9% | $76,768-44.5% | $64,186-33.6% |
| Participation rate | 65.9% | 72.8%-7.0pp | 77.0%-11.1pp | 69.6%-3.7pp |
| Annual return | -8.18% | -1.95%-6.2pp | 2.43%-10.6pp | 7.63%-15.8pp |
| Employer contribution / active EE | $2,192 | $1,832+19.6% | $2,485-11.8% | $2,381-7.9% |
| Participant deferral / active EE | $4,043 | $3,145+28.6% | $3,852+5.0% | $3,470+16.5% |
| Admin fee / account holder | $803 | $4,667-82.8% | $6,675-88.0% | $4,888-83.6% |