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 | $35,897 | $67,411-46.7% | $91,001-60.6% | $70,131-48.8% |
| Participation rate | 65.3% | 71.4%-6.1pp | 75.6%-10.3pp | 69.5%-4.3pp |
| Annual return | 11.93% | -40.16%+52.1pp | 4.60%+7.3pp | 73.14%-61.2pp |
| Employer contribution / active EE | $884 | $1,786-50.5% | $2,456-64.0% | $2,342-62.3% |
| Participant deferral / active EE | $1,964 | $2,823-30.4% | $3,547-44.6% | $3,332-41.1% |
| Admin fee / account holder | $2,007 | $4,236-52.6% | $5,417-63.0% | $4,645-56.8% |