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 | $57,993 | $71,883-19.3% | $86,677-33.1% | $68,494-15.3% |
| Participation rate | 52.6% | 72.2%-19.6pp | 76.6%-23.9pp | 67.9%-15.3pp |
| Annual return | -20.77% | 3.52%-24.3pp | 35.91%-56.7pp | -7.84%-12.9pp |
| Employer contribution / active EE | $1,732 | $2,173-20.3% | $2,836-39.0% | $2,596-33.3% |
| Participant deferral / active EE | $2,707 | $3,779-28.4% | $4,656-41.9% | $4,027-32.8% |
| Admin fee / account holder | $1,705 | $6,112-72.1% | $7,493-77.2% | $5,403-68.4% |