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 | $40,519 | $71,883-43.6% | $86,677-53.3% | $68,494-40.8% |
| Participation rate | 45.3% | 72.2%-26.9pp | 76.6%-31.3pp | 67.9%-22.6pp |
| Annual return | -19.10% | 3.52%-22.6pp | 35.91%-55.0pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,206 | $2,173-44.5% | $2,836-57.5% | $2,596-53.5% |
| Participant deferral / active EE | $2,431 | $3,779-35.7% | $4,656-47.8% | $4,027-39.6% |
| Admin fee / account holder | $2,242 | $6,112-63.3% | $7,493-70.1% | $5,403-58.5% |