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 | $29,959 | $75,828-60.5% | $147,614-79.7% | $59,632-49.8% |
| Participation rate | 45.5% | 71.6%-26.1pp | 84.6%-39.2pp | 68.7%-23.2pp |
| Annual return | -5.22% | 0.37%-5.6pp | 61.98%-67.2pp | 2041.28%-2046.5pp |
| Employer contribution / active EE | $479 | $3,485-86.2% | $5,564-91.4% | $2,203-78.2% |
| Participant deferral / active EE | $3,717 | $3,130+18.7% | $4,895-24.1% | $3,192+16.5% |
| Admin fee / account holder | $3,781 | $5,985-36.8% | $11,611-67.4% | $4,297-12.0% |