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 | $37,631 | $50,958-26.2% | $74,550-49.5% | $64,186-41.4% |
| Participation rate | 42.5% | 61.1%-18.5pp | 69.1%-26.6pp | 69.6%-27.0pp |
| Annual return | -15.74% | -1.86%-13.9pp | 32.53%-48.3pp | 7.63%-23.4pp |
| Employer contribution / active EE | $632 | $1,115-43.4% | $1,961-67.8% | $2,381-73.5% |
| Participant deferral / active EE | $1,677 | $2,301-27.1% | $3,108-46.0% | $3,470-51.7% |
| Admin fee / account holder | $650 | $4,223-84.6% | $5,060-87.2% | $4,888-86.7% |