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 | $95,029 | $181,894-47.8% | $156,549-39.3% | $273,961-65.3% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | -0.53% | 30.74%-31.3pp | 32.23%-32.8pp | 41.45%-42.0pp |
| Employer contribution / active EE | $1,901 | $6,248-69.6% | $5,501-65.4% | $4,869-61.0% |
| Participant deferral / active EE | $3,413 | $5,550-38.5% | $4,871-29.9% | $5,287-35.4% |
| Admin fee / account holder | $486 | $15,559-96.9% | $13,027-96.3% | $10,132-95.2% |