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 | $21,688 | $77,813-72.1% | $123,544-82.4% | $64,186-66.2% |
| Participation rate | 65.3% | 74.7%-9.4pp | 82.3%-17.0pp | 69.6%-4.2pp |
| Annual return | -9.29% | 12.48%-21.8pp | 119.20%-128.5pp | 7.63%-16.9pp |
| Employer contribution / active EE | $2,224 | $3,014-26.2% | $4,628-51.9% | $2,381-6.6% |
| Participant deferral / active EE | $3,675 | $5,240-29.9% | $6,426-42.8% | $3,470+5.9% |
| Admin fee / account holder | $4,242 | $5,519-23.1% | $9,284-54.3% | $4,888-13.2% |