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 | $41,155 | $46,869-12.2% | $122,332-66.4% | $70,131-41.3% |
| Participation rate | 64.3% | 58.2%+6.1pp | 71.6%-7.3pp | 69.5%-5.3pp |
| Annual return | -33.98% | 24.22%-58.2pp | 30.27%-64.3pp | 73.14%-107.1pp |
| Employer contribution / active EE | $742 | $1,288-42.4% | $4,050-81.7% | $2,342-68.3% |
| Participant deferral / active EE | $4,598 | $2,166+112.2% | $3,287+39.9% | $3,332+38.0% |
| Admin fee / account holder | $34,833 | $3,322+948.4% | $5,478+535.9% | $4,645+649.9% |