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 | $39,881 | $57,354-30.5% | $83,848-52.4% | $64,186-37.9% |
| Participation rate | 65.9% | 68.6%-2.8pp | 76.1%-10.3pp | 69.6%-3.7pp |
| Annual return | -10.01% | 11.38%-21.4pp | 850.88%-860.9pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,599 | $2,545-37.2% | $3,631-56.0% | $2,381-32.8% |
| Participant deferral / active EE | $2,723 | $2,993-9.0% | $4,082-33.3% | $3,470-21.5% |
| Admin fee / account holder | $1,613 | $4,046-60.1% | $5,478-70.5% | $4,888-67.0% |