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 | $67,937 | $72,277-6.0% | $101,248-32.9% | $79,858-14.9% |
| Participation rate | 36.4% | 68.5%-32.1pp | 75.8%-39.4pp | 69.6%-33.3pp |
| Annual return | -8.29% | 22.30%-30.6pp | 46.47%-54.8pp | 31.71%-40.0pp |
| Employer contribution / active EE | $1,369 | $2,692-49.1% | $3,660-62.6% | $2,471-44.6% |
| Participant deferral / active EE | $2,112 | $3,282-35.6% | $4,370-51.7% | $3,740-43.5% |
| Admin fee / account holder | $3,331 | $4,400-24.3% | $5,945-44.0% | $5,306-37.2% |