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 | $45,658 | $78,422-41.8% | $95,952-52.4% | $79,858-42.8% |
| Participation rate | 65.4% | 73.5%-8.1pp | 77.1%-11.7pp | 69.6%-4.2pp |
| Annual return | -1.68% | 19.37%-21.1pp | 91.61%-93.3pp | 31.71%-33.4pp |
| Employer contribution / active EE | $1,970 | $1,945+1.3% | $2,541-22.5% | $2,471-20.3% |
| Participant deferral / active EE | $3,757 | $3,440+9.2% | $4,167-9.8% | $3,740+0.5% |
| Admin fee / account holder | $3,191 | $5,622-43.2% | $6,795-53.0% | $5,306-39.9% |