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 | $38,583 | $67,411-42.8% | $91,001-57.6% | $70,131-45.0% |
| Participation rate | 59.6% | 71.4%-11.7pp | 75.6%-16.0pp | 69.5%-9.9pp |
| Annual return | 4.05% | -40.16%+44.2pp | 4.60%-0.5pp | 73.14%-69.1pp |
| Employer contribution / active EE | $979 | $1,786-45.2% | $2,456-60.1% | $2,342-58.2% |
| Participant deferral / active EE | $1,898 | $2,823-32.7% | $3,547-46.5% | $3,332-43.0% |
| Admin fee / account holder | $568 | $4,236-86.6% | $5,417-89.5% | $4,645-87.8% |