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 | $63,691 | $84,527-24.7% | $67,711-5.9% | $125,391-49.2% |
| Participation rate | 21.1% | 74.8%-53.7pp | 67.5%-46.5pp | 83.2%-62.1pp |
| Annual return | -4.17% | 2.57%-6.7pp | 25.41%-29.6pp | 282.22%-286.4pp |
| Employer contribution / active EE | $509 | $3,292-84.5% | $2,559-80.1% | $4,866-89.5% |
| Participant deferral / active EE | $1,331 | $4,429-70.0% | $3,585-62.9% | $5,352-75.1% |
| Admin fee / account holder | $587 | $5,340-89.0% | $4,255-86.2% | $9,540-93.9% |