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 | $45,825 | $93,346-50.9% | $71,796-36.2% | $273,961-83.3% |
| Participation rate | 31.8% | 76.5%-44.7pp | 69.1%-37.3pp | 83.0%-51.2pp |
| Annual return | -1.60% | 130.39%-132.0pp | 78.04%-79.6pp | 41.45%-43.1pp |
| Employer contribution / active EE | $899 | $2,733-67.1% | $1,924-53.3% | $4,869-81.5% |
| Participant deferral / active EE | $2,349 | $3,475-32.4% | $2,794-16.0% | $5,287-55.6% |
| Admin fee / account holder | $996 | $6,571-84.8% | $4,815-79.3% | $10,132-90.2% |