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 | $27,078 | $77,813-65.2% | $123,544-78.1% | $64,186-57.8% |
| Participation rate | 53.6% | 74.7%-21.1pp | 82.3%-28.7pp | 69.6%-16.0pp |
| Annual return | -10.25% | 12.48%-22.7pp | 119.20%-129.4pp | 7.63%-17.9pp |
| Employer contribution / active EE | $1,034 | $3,014-65.7% | $4,628-77.6% | $2,381-56.6% |
| Participant deferral / active EE | $2,332 | $5,240-55.5% | $6,426-63.7% | $3,470-32.8% |
| Admin fee / account holder | $1,187 | $5,519-78.5% | $9,284-87.2% | $4,888-75.7% |