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 | $70,505 | $54,726+28.8% | $68,793+2.5% | $64,186+9.8% |
| Participation rate | 42.4% | 68.0%-25.6pp | 72.2%-29.8pp | 69.6%-27.1pp |
| Annual return | -8.72% | -1.62%-7.1pp | -4.63%-4.1pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,219 | $1,846-34.0% | $2,625-53.6% | $2,381-48.8% |
| Participant deferral / active EE | $2,332 | $2,626-11.2% | $3,311-29.6% | $3,470-32.8% |
| Admin fee / account holder | $590 | $4,027-85.4% | $5,131-88.5% | $4,888-87.9% |