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 | $34,794 | $43,327-19.7% | $59,878-41.9% | $64,186-45.8% |
| Participation rate | 58.2% | 69.2%-11.0pp | 74.7%-16.5pp | 69.6%-11.4pp |
| Annual return | -7.52% | -1.55%-6.0pp | 3.46%-11.0pp | 7.63%-15.2pp |
| Employer contribution / active EE | $648 | $2,028-68.1% | $2,722-76.2% | $2,381-72.8% |
| Participant deferral / active EE | $2,572 | $2,546+1.0% | $3,402-24.4% | $3,470-25.9% |
| Admin fee / account holder | $3,432 | $3,005+14.2% | $3,590-4.4% | $4,888-29.8% |