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 | $42,554 | $87,540-51.4% | $75,781-43.8% | $125,391-66.1% |
| Participation rate | 40.0% | 80.2%-40.2pp | 75.8%-35.8pp | 83.2%-43.2pp |
| Annual return | -4.34% | 13.48%-17.8pp | 9.68%-14.0pp | 282.22%-286.6pp |
| Employer contribution / active EE | $2,487 | $3,930-36.7% | $3,323-25.2% | $4,866-48.9% |
| Participant deferral / active EE | $7,065 | $4,229+67.1% | $3,651+93.5% | $5,352+32.0% |
| Admin fee / account holder | $7,686 | $6,502+18.2% | $5,299+45.0% | $9,540-19.4% |