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 | $33,683 | $72,277-53.4% | $101,248-66.7% | $79,858-57.8% |
| Participation rate | 34.6% | 68.5%-33.8pp | 75.8%-41.2pp | 69.6%-35.0pp |
| Annual return | -10.49% | 22.30%-32.8pp | 46.47%-57.0pp | 31.71%-42.2pp |
| Employer contribution / active EE | $1,655 | $2,692-38.5% | $3,660-54.8% | $2,471-33.0% |
| Participant deferral / active EE | $3,148 | $3,282-4.1% | $4,370-28.0% | $3,740-15.8% |
| Admin fee / account holder | $22,673 | $4,400+415.3% | $5,945+281.3% | $5,306+327.3% |