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 | $46,058 | $71,883-35.9% | $86,677-46.9% | $68,494-32.8% |
| Participation rate | 56.5% | 72.2%-15.7pp | 76.6%-20.1pp | 67.9%-11.4pp |
| Annual return | -22.03% | 3.52%-25.6pp | 35.91%-57.9pp | -7.84%-14.2pp |
| Employer contribution / active EE | $1,891 | $2,173-13.0% | $2,836-33.3% | $2,596-27.2% |
| Participant deferral / active EE | $3,073 | $3,779-18.7% | $4,656-34.0% | $4,027-23.7% |
| Admin fee / account holder | $645 | $6,112-89.5% | $7,493-91.4% | $5,403-88.1% |