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 | $40,492 | $54,541-25.8% | $78,778-48.6% | $70,131-42.3% |
| Participation rate | 60.0% | 60.8%-0.8pp | 69.2%-9.2pp | 69.5%-9.5pp |
| Annual return | -17.46% | 21.07%-38.5pp | 35.62%-53.1pp | 73.14%-90.6pp |
| Employer contribution / active EE | $950 | $1,089-12.8% | $1,986-52.2% | $2,342-59.5% |
| Participant deferral / active EE | $1,886 | $2,210-14.6% | $2,958-36.2% | $3,332-43.4% |
| Admin fee / account holder | $789 | $3,709-78.7% | $5,134-84.6% | $4,645-83.0% |