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 | $25,692 | $93,346-72.5% | $71,796-64.2% | $273,961-90.6% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.1%-29.1pp | 83.0%-43.0pp |
| Annual return | -0.22% | 130.39%-130.6pp | 78.04%-78.3pp | 41.45%-41.7pp |
| Employer contribution / active EE | $706 | $2,733-74.2% | $1,924-63.3% | $4,869-85.5% |
| Participant deferral / active EE | $2,646 | $3,475-23.8% | $2,794-5.3% | $5,287-49.9% |
| Admin fee / account holder | $340 | $6,571-94.8% | $4,815-92.9% | $10,132-96.6% |