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 | $31,568 | $72,277-56.3% | $101,248-68.8% | $79,858-60.5% |
| Participation rate | 51.9% | 68.5%-16.6pp | 75.8%-24.0pp | 69.6%-17.8pp |
| Annual return | -8.32% | 22.30%-30.6pp | 46.47%-54.8pp | 31.71%-40.0pp |
| Employer contribution / active EE | $801 | $2,692-70.3% | $3,660-78.1% | $2,471-67.6% |
| Participant deferral / active EE | $2,360 | $3,282-28.1% | $4,370-46.0% | $3,740-36.9% |
| Admin fee / account holder | $1,709 | $4,400-61.2% | $5,945-71.3% | $5,306-67.8% |