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 | $34,776 | $61,660-43.6% | $80,019-56.5% | $64,186-45.8% |
| Participation rate | 63.9% | 71.7%-7.8pp | 75.8%-11.9pp | 69.6%-5.6pp |
| Annual return | -7.69% | -0.33%-7.4pp | 11.22%-18.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $636 | $1,810-64.8% | $2,468-74.2% | $2,381-73.3% |
| Participant deferral / active EE | $3,048 | $2,968+2.7% | $3,686-17.3% | $3,470-12.1% |
| Admin fee / account holder | $3,356 | $5,417-38.0% | $6,521-48.5% | $4,888-31.3% |