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 | $47,185 | $90,503-47.9% | $78,689-40.0% | $273,961-82.8% |
| Participation rate | 42.9% | 76.5%-33.7pp | 73.6%-30.7pp | 83.0%-40.2pp |
| Annual return | -1.61% | 75.60%-77.2pp | 62.18%-63.8pp | 41.45%-43.1pp |
| Employer contribution / active EE | $2,473 | $3,176-22.1% | $2,851-13.3% | $4,869-49.2% |
| Participant deferral / active EE | $3,736 | $3,901-4.2% | $3,517+6.2% | $5,287-29.3% |
| Admin fee / account holder | $7,178 | $5,263+36.4% | $4,510+59.1% | $10,132-29.2% |