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 | $46,208 | $62,586-26.2% | $76,768-39.8% | $64,186-28.0% |
| Participation rate | 59.0% | 72.8%-13.8pp | 77.0%-18.0pp | 69.6%-10.6pp |
| Annual return | -9.13% | -1.95%-7.2pp | 2.43%-11.6pp | 7.63%-16.8pp |
| Employer contribution / active EE | $618 | $1,832-66.3% | $2,485-75.1% | $2,381-74.1% |
| Participant deferral / active EE | $1,726 | $3,145-45.1% | $3,852-55.2% | $3,470-50.3% |
| Admin fee / account holder | $1,001 | $4,667-78.6% | $6,675-85.0% | $4,888-79.5% |