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 | $26,867 | $72,177-62.8% | $115,037-76.6% | $59,632-54.9% |
| Participation rate | 38.3% | 72.6%-34.3pp | 81.4%-43.1pp | 68.7%-30.4pp |
| Annual return | -4.84% | 12.02%-16.9pp | 26.14%-31.0pp | 2041.28%-2046.1pp |
| Employer contribution / active EE | $1,643 | $2,841-42.2% | $4,608-64.3% | $2,203-25.4% |
| Participant deferral / active EE | $3,140 | $4,783-34.4% | $6,026-47.9% | $3,192-1.6% |
| Admin fee / account holder | $360 | $4,927-92.7% | $8,175-95.6% | $4,297-91.6% |