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 | $52,599 | $72,277-27.2% | $101,248-48.0% | $79,858-34.1% |
| Participation rate | 46.7% | 68.5%-21.8pp | 75.8%-29.1pp | 69.6%-23.0pp |
| Annual return | -6.67% | 22.30%-29.0pp | 46.47%-53.1pp | 31.71%-38.4pp |
| Employer contribution / active EE | $1,157 | $2,692-57.0% | $3,660-68.4% | $2,471-53.2% |
| Participant deferral / active EE | $3,175 | $3,282-3.2% | $4,370-27.3% | $3,740-15.1% |
| Admin fee / account holder | $10,082 | $4,400+129.1% | $5,945+69.6% | $5,306+90.0% |