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 | $30,648 | $72,177-57.5% | $115,037-73.4% | $59,632-48.6% |
| Participation rate | 57.7% | 72.6%-14.9pp | 81.4%-23.7pp | 68.7%-11.0pp |
| Annual return | -2.63% | 12.02%-14.7pp | 26.14%-28.8pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $1,804 | $2,841-36.5% | $4,608-60.9% | $2,203-18.1% |
| Participant deferral / active EE | $2,306 | $4,783-51.8% | $6,026-61.7% | $3,192-27.7% |
| Admin fee / account holder | $596 | $4,927-87.9% | $8,175-92.7% | $4,297-86.1% |