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 | $49,371 | $61,660-19.9% | $80,019-38.3% | $64,186-23.1% |
| Participation rate | 46.8% | 71.7%-24.9pp | 75.8%-29.1pp | 69.6%-22.8pp |
| Annual return | -8.51% | -0.33%-8.2pp | 11.22%-19.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $897 | $1,810-50.5% | $2,468-63.7% | $2,381-62.3% |
| Participant deferral / active EE | $2,195 | $2,968-26.0% | $3,686-40.4% | $3,470-36.7% |
| Admin fee / account holder | $766 | $5,417-85.9% | $6,521-88.2% | $4,888-84.3% |