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 | $40,659 | $56,484-28.0% | $169,463-76.0% | $64,186-36.7% |
| Participation rate | 26.7% | 64.5%-37.9pp | 77.8%-51.1pp | 69.6%-42.9pp |
| Annual return | -9.48% | -1.55%-7.9pp | 1.83%-11.3pp | 7.63%-17.1pp |
| Employer contribution / active EE | $816 | $1,832-55.5% | $4,159-80.4% | $2,381-65.7% |
| Participant deferral / active EE | $2,418 | $3,448-29.9% | $5,277-54.2% | $3,470-30.3% |
| Admin fee / account holder | $3,372 | $4,174-19.2% | $9,109-63.0% | $4,888-31.0% |