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 | $35,173 | $50,958-31.0% | $74,550-52.8% | $64,186-45.2% |
| Participation rate | 47.5% | 61.1%-13.5pp | 69.1%-21.6pp | 69.6%-22.0pp |
| Annual return | -9.53% | -1.86%-7.7pp | 32.53%-42.1pp | 7.63%-17.2pp |
| Employer contribution / active EE | $943 | $1,115-15.4% | $1,961-51.9% | $2,381-60.4% |
| Participant deferral / active EE | $1,971 | $2,301-14.4% | $3,108-36.6% | $3,470-43.2% |
| Admin fee / account holder | $319 | $4,223-92.4% | $5,060-93.7% | $4,888-93.5% |