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 | $30,299 | $90,503-66.5% | $78,689-61.5% | $273,961-88.9% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | -5.15% | 75.60%-80.7pp | 62.18%-67.3pp | 41.45%-46.6pp |
| Employer contribution / active EE | $1,233 | $3,176-61.2% | $2,851-56.8% | $4,869-74.7% |
| Participant deferral / active EE | $3,312 | $3,901-15.1% | $3,517-5.8% | $5,287-37.4% |
| Admin fee / account holder | $5,121 | $5,263-2.7% | $4,510+13.5% | $10,132-49.5% |