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 | $45,946 | $56,357-18.5% | $104,294-55.9% | $68,494-32.9% |
| Participation rate | 62.1% | 63.3%-1.2pp | 73.3%-11.2pp | 67.9%-5.8pp |
| Annual return | -20.56% | -9.19%-11.4pp | 24.61%-45.2pp | -7.84%-12.7pp |
| Employer contribution / active EE | $1,330 | $1,960-32.1% | $3,372-60.5% | $2,596-48.8% |
| Participant deferral / active EE | $3,398 | $3,077+10.4% | $4,625-26.5% | $4,027-15.6% |
| Admin fee / account holder | $1,656 | $4,903-66.2% | $7,339-77.4% | $5,403-69.3% |