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 | $38,854 | $65,685-40.8% | $57,179-32.0% | $273,961-85.8% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.3%-25.3pp | 83.0%-33.0pp |
| Annual return | -4.15% | 21.99%-26.1pp | 14.59%-18.7pp | 41.45%-45.6pp |
| Employer contribution / active EE | $2,550 | $3,279-22.2% | $2,682-4.9% | $4,869-47.6% |
| Participant deferral / active EE | $5,067 | $3,782+34.0% | $3,096+63.7% | $5,287-4.2% |
| Admin fee / account holder | $3,614 | $4,835-25.2% | $3,139+15.1% | $10,132-64.3% |