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 | $27,276 | $136,307-80.0% | $106,619-74.4% | $273,961-90.0% |
| Participation rate | 60.0% | 84.8%-24.8pp | 78.0%-18.0pp | 83.0%-23.0pp |
| Annual return | -9.77% | 11.05%-20.8pp | 9.42%-19.2pp | 41.45%-51.2pp |
| Employer contribution / active EE | $837 | $5,190-83.9% | $3,947-78.8% | $4,869-82.8% |
| Participant deferral / active EE | $1,996 | $4,969-59.8% | $3,930-49.2% | $5,287-62.2% |
| Admin fee / account holder | $1,394 | $8,625-83.8% | $6,418-78.3% | $10,132-86.2% |