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 | $20,918 | $72,177-71.0% | $115,037-81.8% | $59,632-64.9% |
| Participation rate | 66.7% | 72.6%-5.9pp | 81.4%-14.7pp | 68.7%-2.0pp |
| Annual return | -4.46% | 12.02%-16.5pp | 26.14%-30.6pp | 2041.28%-2045.7pp |
| Employer contribution / active EE | $1,831 | $2,841-35.6% | $4,608-60.3% | $2,203-16.9% |
| Participant deferral / active EE | $4,571 | $4,783-4.4% | $6,026-24.1% | $3,192+43.2% |
| Admin fee / account holder | $511 | $4,927-89.6% | $8,175-93.8% | $4,297-88.1% |