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 | $57,593 | $45,438+26.8% | $80,004-28.0% | $59,632-3.4% |
| Participation rate | 39.1% | 63.7%-24.6pp | 73.0%-33.9pp | 68.7%-29.5pp |
| Annual return | -3.69% | 5.10%-8.8pp | 7.63%-11.3pp | 2041.28%-2045.0pp |
| Employer contribution / active EE | $637 | $1,236-48.4% | $2,473-74.2% | $2,203-71.1% |
| Participant deferral / active EE | $2,111 | $2,231-5.4% | $3,204-34.1% | $3,192-33.9% |
| Admin fee / account holder | $3,545 | $3,464+2.3% | $5,033-29.6% | $4,297-17.5% |