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 | $35,828 | $53,162-32.6% | $91,220-60.7% | $68,494-47.7% |
| Participation rate | 41.9% | 63.2%-21.3pp | 73.2%-31.3pp | 67.9%-26.0pp |
| Annual return | -20.42% | -3.14%-17.3pp | 114.01%-134.4pp | -7.84%-12.6pp |
| Employer contribution / active EE | $620 | $1,709-63.7% | $2,850-78.3% | $2,596-76.1% |
| Participant deferral / active EE | $2,633 | $2,974-11.4% | $4,234-37.8% | $4,027-34.6% |
| Admin fee / account holder | $996 | $4,493-77.8% | $5,420-81.6% | $5,403-81.6% |