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 | $53,848 | $65,041-17.2% | $90,951-40.8% | $79,858-32.6% |
| Participation rate | 60.6% | 61.6%-1.0pp | 69.0%-8.4pp | 69.6%-9.0pp |
| Annual return | -10.17% | 30.45%-40.6pp | 134.60%-144.8pp | 31.71%-41.9pp |
| Employer contribution / active EE | $432 | $1,247-65.3% | $2,122-79.6% | $2,471-82.5% |
| Participant deferral / active EE | $2,630 | $2,512+4.7% | $3,373-22.0% | $3,740-29.7% |
| Admin fee / account holder | $2,259 | $4,536-50.2% | $5,959-62.1% | $5,306-57.4% |