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 | $56,475 | $72,177-21.8% | $115,037-50.9% | $59,632-5.3% |
| Participation rate | 60.9% | 72.6%-11.7pp | 81.4%-20.5pp | 68.7%-7.8pp |
| Annual return | -2.75% | 12.02%-14.8pp | 26.14%-28.9pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $2,567 | $2,841-9.6% | $4,608-44.3% | $2,203+16.6% |
| Participant deferral / active EE | $3,939 | $4,783-17.6% | $6,026-34.6% | $3,192+23.4% |
| Admin fee / account holder | $980 | $4,927-80.1% | $8,175-88.0% | $4,297-77.2% |