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 | $41,842 | $67,411-37.9% | $91,001-54.0% | $70,131-40.3% |
| Participation rate | 69.3% | 71.4%-2.0pp | 75.6%-6.3pp | 69.5%-0.2pp |
| Annual return | 12.45% | -40.16%+52.6pp | 4.60%+7.8pp | 73.14%-60.7pp |
| Employer contribution / active EE | $641 | $1,786-64.1% | $2,456-73.9% | $2,342-72.6% |
| Participant deferral / active EE | $1,860 | $2,823-34.1% | $3,547-47.6% | $3,332-44.2% |
| Admin fee / account holder | $9,128 | $4,236+115.5% | $5,417+68.5% | $4,645+96.5% |