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 | $84,365 | $94,625-10.8% | $116,228-27.4% | $84,808-0.5% |
| Participation rate | 61.2% | 70.4%-9.2pp | 74.6%-13.3pp | 68.3%-7.1pp |
| Annual return | -22.41% | 20.40%-42.8pp | 90.06%-112.5pp | 40.90%-63.3pp |
| Employer contribution / active EE | $785 | $2,347-66.6% | $2,994-73.8% | $2,631-70.2% |
| Participant deferral / active EE | $2,442 | $3,972-38.5% | $4,953-50.7% | $4,212-42.0% |
| Admin fee / account holder | $2,545 | $10,091-74.8% | $11,989-78.8% | $7,344-65.3% |