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 | $23,881 | $90,503-73.6% | $78,689-69.7% | $273,961-91.3% |
| Participation rate | 64.3% | 76.5%-12.2pp | 73.6%-9.3pp | 83.0%-18.7pp |
| Annual return | -4.70% | 75.60%-80.3pp | 62.18%-66.9pp | 41.45%-46.2pp |
| Employer contribution / active EE | $946 | $3,176-70.2% | $2,851-66.8% | $4,869-80.6% |
| Participant deferral / active EE | $2,221 | $3,901-43.1% | $3,517-36.9% | $5,287-58.0% |
| Admin fee / account holder | $613 | $5,263-88.4% | $4,510-86.4% | $10,132-94.0% |