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 | $24,111 | $71,883-66.5% | $86,677-72.2% | $68,494-64.8% |
| Participation rate | 37.2% | 72.2%-35.0pp | 76.6%-39.4pp | 67.9%-30.7pp |
| Annual return | -22.01% | 3.52%-25.5pp | 35.91%-57.9pp | -7.84%-14.2pp |
| Employer contribution / active EE | $1,401 | $2,173-35.5% | $2,836-50.6% | $2,596-46.1% |
| Participant deferral / active EE | $3,132 | $3,779-17.1% | $4,656-32.7% | $4,027-22.2% |
| Admin fee / account holder | $1,520 | $6,112-75.1% | $7,493-79.7% | $5,403-71.9% |