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 | $75,829 | $99,341-23.7% | $84,750-10.5% | $273,961-72.3% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | -2.55% | 22.93%-25.5pp | 22.78%-25.3pp | 41.45%-44.0pp |
| Employer contribution / active EE | $660 | $4,214-84.3% | $3,574-81.5% | $4,869-86.4% |
| Participant deferral / active EE | $3,432 | $4,269-19.6% | $3,712-7.5% | $5,287-35.1% |
| Admin fee / account holder | $458 | $6,644-93.1% | $5,332-91.4% | $10,132-95.5% |