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 | $61,497 | $111,301-44.7% | $112,977-45.6% | $158,922-61.3% |
| Participation rate | 55.6% | 83.5%-28.0pp | 82.6%-27.0pp | 82.0%-26.4pp |
| Annual return | 0.06% | 26.40%-26.3pp | 24.24%-24.2pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,283 | $4,471-48.9% | $4,255-46.3% | $4,761-52.0% |
| Participant deferral / active EE | $2,983 | $5,880-49.3% | $5,836-48.9% | $5,982-50.1% |
| Admin fee / account holder | $5,974 | $8,392-28.8% | $6,294-5.1% | $11,246-46.9% |