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 | $33,906 | $64,707-47.6% | $112,228-69.8% | $68,494-50.5% |
| Participation rate | 36.5% | 67.2%-30.6pp | 75.1%-38.5pp | 67.9%-31.3pp |
| Annual return | -19.87% | -11.40%-8.5pp | 27.45%-47.3pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,062 | $2,746-61.3% | $3,635-70.8% | $2,596-59.1% |
| Participant deferral / active EE | $1,976 | $3,565-44.6% | $4,728-58.2% | $4,027-50.9% |
| Admin fee / account holder | $1,911 | $5,232-63.5% | $6,410-70.2% | $5,403-64.6% |