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 | $48,926 | $71,883-31.9% | $86,677-43.6% | $68,494-28.6% |
| Participation rate | 42.1% | 72.2%-30.1pp | 76.6%-34.5pp | 67.9%-25.8pp |
| Annual return | -25.50% | 3.52%-29.0pp | 35.91%-61.4pp | -7.84%-17.7pp |
| Employer contribution / active EE | $1,507 | $2,173-30.6% | $2,836-46.9% | $2,596-41.9% |
| Participant deferral / active EE | $3,814 | $3,779+0.9% | $4,656-18.1% | $4,027-5.3% |
| Admin fee / account holder | $2,686 | $6,112-56.1% | $7,493-64.2% | $5,403-50.3% |