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 | $41,459 | $107,791-61.5% | $90,645-54.3% | $135,375-69.4% |
| Participation rate | 66.7% | 78.0%-11.4pp | 74.0%-7.4pp | 82.6%-16.0pp |
| Annual return | -11.33% | -0.90%-10.4pp | 1.88%-13.2pp | 519.73%-531.1pp |
| Employer contribution / active EE | $1,182 | $3,018-60.8% | $2,532-53.3% | $4,779-75.3% |
| Participant deferral / active EE | $4,120 | $3,872+6.4% | $3,425+20.3% | $5,609-26.5% |
| Admin fee / account holder | $602 | $5,930-89.9% | $4,994-88.0% | $10,827-94.4% |