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 | $30,218 | $67,411-55.2% | $91,001-66.8% | $70,131-56.9% |
| Participation rate | 65.6% | 71.4%-5.7pp | 75.6%-10.0pp | 69.5%-3.9pp |
| Annual return | 11.06% | -40.16%+51.2pp | 4.60%+6.5pp | 73.14%-62.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,437 | $2,823+21.8% | $3,547-3.1% | $3,332+3.2% |
| Admin fee / account holder | $3,055 | $4,236-27.9% | $5,417-43.6% | $4,645-34.2% |