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 | $26,418 | $72,177-63.4% | $115,037-77.0% | $59,632-55.7% |
| Participation rate | 38.9% | 72.6%-33.7pp | 81.4%-42.5pp | 68.7%-29.8pp |
| Annual return | -2.43% | 12.02%-14.4pp | 26.14%-28.6pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $1,318 | $2,841-53.6% | $4,608-71.4% | $2,203-40.2% |
| Participant deferral / active EE | $2,740 | $4,783-42.7% | $6,026-54.5% | $3,192-14.2% |
| Admin fee / account holder | $493 | $4,927-90.0% | $8,175-94.0% | $4,297-88.5% |