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 | $19,879 | $57,354-65.3% | $83,848-76.3% | $64,186-69.0% |
| Participation rate | 56.1% | 68.6%-12.5pp | 76.1%-20.0pp | 69.6%-13.4pp |
| Annual return | -10.32% | 11.38%-21.7pp | 850.88%-861.2pp | 7.63%-18.0pp |
| Employer contribution / active EE | $1,179 | $2,545-53.7% | $3,631-67.5% | $2,381-50.5% |
| Participant deferral / active EE | $1,785 | $2,993-40.4% | $4,082-56.3% | $3,470-48.6% |
| Admin fee / account holder | $1,272 | $4,046-68.6% | $5,478-76.8% | $4,888-74.0% |