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 | $56,392 | $64,707-12.9% | $112,228-49.8% | $68,494-17.7% |
| Participation rate | 39.3% | 67.2%-27.9pp | 75.1%-35.8pp | 67.9%-28.6pp |
| Annual return | -19.52% | -11.40%-8.1pp | 27.45%-47.0pp | -7.84%-11.7pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,677 | $3,565+3.2% | $4,728-22.2% | $4,027-8.7% |
| Admin fee / account holder | $7,601 | $5,232+45.3% | $6,410+18.6% | $5,403+40.7% |