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 | $35,729 | $54,380-34.3% | $68,509-47.8% | $59,632-40.1% |
| Participation rate | 62.8% | 70.2%-7.4pp | 74.7%-11.9pp | 68.7%-5.9pp |
| Annual return | -2.47% | 2.83%-5.3pp | 8.27%-10.7pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $1,177 | $1,539-23.5% | $2,278-48.3% | $2,203-46.6% |
| Participant deferral / active EE | $1,727 | $2,643-34.7% | $3,382-48.9% | $3,192-45.9% |
| Admin fee / account holder | $2,348 | $3,885-39.6% | $5,275-55.5% | $4,297-45.4% |