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 | $16,075 | $77,634-79.3% | $156,549-89.7% | $62,891-74.4% |
| Participation rate | 64.5% | 71.2%-6.7pp | 84.0%-19.5pp | 69.3%-4.8pp |
| Annual return | -0.20% | 50.32%-50.5pp | 32.23%-32.4pp | 20.14%-20.3pp |
| Employer contribution / active EE | $628 | $3,444-81.8% | $5,501-88.6% | $2,281-72.5% |
| Participant deferral / active EE | $901 | $3,045-70.4% | $4,871-81.5% | $3,203-71.9% |
| Admin fee / account holder | $5,775 | $5,561+3.8% | $13,027-55.7% | $4,296+34.4% |