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 | $41,240 | $67,411-38.8% | $91,001-54.7% | $70,131-41.2% |
| Participation rate | 64.4% | 71.4%-7.0pp | 75.6%-11.2pp | 69.5%-5.1pp |
| Annual return | 11.41% | -40.16%+51.6pp | 4.60%+6.8pp | 73.14%-61.7pp |
| Employer contribution / active EE | $1,047 | $1,786-41.4% | $2,456-57.3% | $2,342-55.3% |
| Participant deferral / active EE | $1,902 | $2,823-32.6% | $3,547-46.4% | $3,332-42.9% |
| Admin fee / account holder | $4,836 | $4,236+14.2% | $5,417-10.7% | $4,645+4.1% |