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 | $36,731 | $52,681-30.3% | $75,781-51.5% | $59,632-38.4% |
| Participation rate | 38.9% | 67.2%-28.3pp | 75.8%-36.9pp | 68.7%-29.8pp |
| Annual return | -6.28% | 2.95%-9.2pp | 9.68%-16.0pp | 2041.28%-2047.6pp |
| Employer contribution / active EE | $1,954 | $2,193-10.9% | $3,323-41.2% | $2,203-11.3% |
| Participant deferral / active EE | $977 | $2,591-62.3% | $3,651-73.2% | $3,192-69.4% |
| Admin fee / account holder | $2,429 | $3,610-32.7% | $5,299-54.2% | $4,297-43.5% |