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 | $21,955 | $52,681-58.3% | $75,781-71.0% | $59,632-63.2% |
| Participation rate | 36.2% | 67.2%-31.0pp | 75.8%-39.6pp | 68.7%-32.5pp |
| Annual return | -4.78% | 2.95%-7.7pp | 9.68%-14.5pp | 2041.28%-2046.1pp |
| Employer contribution / active EE | $702 | $2,193-68.0% | $3,323-78.9% | $2,203-68.1% |
| Participant deferral / active EE | $1,299 | $2,591-49.9% | $3,651-64.4% | $3,192-59.3% |
| Admin fee / account holder | $7,133 | $3,610+97.6% | $5,299+34.6% | $4,297+66.0% |