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 | $39,405 | $77,813-49.4% | $123,544-68.1% | $64,186-38.6% |
| Participation rate | 52.6% | 74.7%-22.1pp | 82.3%-29.7pp | 69.6%-16.9pp |
| Annual return | -9.91% | 12.48%-22.4pp | 119.20%-129.1pp | 7.63%-17.5pp |
| Employer contribution / active EE | $1,737 | $3,014-42.4% | $4,628-62.5% | $2,381-27.1% |
| Participant deferral / active EE | $3,834 | $5,240-26.8% | $6,426-40.3% | $3,470+10.5% |
| Admin fee / account holder | $1,554 | $5,519-71.8% | $9,284-83.3% | $4,888-68.2% |