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 | $31,532 | $60,989-48.3% | $60,874-48.2% | $66,914-52.9% |
| Participation rate | 65.5% | 74.5%-9.0pp | 73.1%-7.7pp | 69.8%-4.3pp |
| Annual return | -21.68% | -9.60%-12.1pp | 16.90%-38.6pp | 1.58%-23.3pp |
| Employer contribution / active EE | $870 | $2,661-67.3% | $2,701-67.8% | $2,544-65.8% |
| Participant deferral / active EE | $2,544 | $3,615-29.6% | $3,817-33.3% | $4,237-39.9% |
| Admin fee / account holder | $17,301 | $338+5011.5% | $3,224+436.6% | $593+2816.2% |