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 | $66,306 | $72,277-8.3% | $101,248-34.5% | $79,858-17.0% |
| Participation rate | 51.0% | 68.5%-17.4pp | 75.8%-24.8pp | 69.6%-18.6pp |
| Annual return | -9.72% | 22.30%-32.0pp | 46.47%-56.2pp | 31.71%-41.4pp |
| Employer contribution / active EE | $1,540 | $2,692-42.8% | $3,660-57.9% | $2,471-37.7% |
| Participant deferral / active EE | $3,955 | $3,282+20.5% | $4,370-9.5% | $3,740+5.7% |
| Admin fee / account holder | $6,977 | $4,400+58.6% | $5,945+17.3% | $5,306+31.5% |