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 | $25,536 | $52,836-51.7% | $105,738-75.8% | $64,186-60.2% |
| Participation rate | 55.8% | 66.5%-10.7pp | 76.3%-20.5pp | 69.6%-13.8pp |
| Annual return | -8.67% | 14.30%-23.0pp | 6.27%-14.9pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,309 | $1,827-28.4% | $3,268-59.9% | $2,381-45.0% |
| Participant deferral / active EE | $1,526 | $2,545-40.0% | $4,080-62.6% | $3,470-56.0% |
| Admin fee / account holder | $1,173 | $3,959-70.4% | $6,913-83.0% | $4,888-76.0% |