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 | $35,581 | $58,828-39.5% | $77,999-54.4% | $62,891-43.4% |
| Participation rate | 67.9% | 71.1%-3.2pp | 75.5%-7.7pp | 69.3%-1.4pp |
| Annual return | -3.92% | 17.16%-21.1pp | 425.96%-429.9pp | 20.14%-24.1pp |
| Employer contribution / active EE | $1,259 | $1,672-24.7% | $2,470-49.0% | $2,281-44.8% |
| Participant deferral / active EE | $2,087 | $2,686-22.3% | $3,497-40.3% | $3,203-34.8% |
| Admin fee / account holder | $329 | $4,393-92.5% | $5,480-94.0% | $4,296-92.3% |