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 | $28,997 | $67,411-57.0% | $91,001-68.1% | $70,131-58.7% |
| Participation rate | 65.7% | 71.4%-5.7pp | 75.6%-9.9pp | 69.5%-3.8pp |
| Annual return | 10.35% | -40.16%+50.5pp | 4.60%+5.7pp | 73.14%-62.8pp |
| Employer contribution / active EE | $623 | $1,786-65.1% | $2,456-74.6% | $2,342-73.4% |
| Participant deferral / active EE | $1,464 | $2,823-48.1% | $3,547-58.7% | $3,332-56.1% |
| Admin fee / account holder | $662 | $4,236-84.4% | $5,417-87.8% | $4,645-85.8% |