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 | $51,745 | $57,651-10.2% | $112,229-53.9% | $71,457-27.6% |
| Participation rate | 49.6% | 58.9%-9.3pp | 72.4%-22.8pp | 67.9%-18.3pp |
| Annual return | -3.41% | 18.32%-21.7pp | 30.20%-33.6pp | 28.85%-32.3pp |
| Employer contribution / active EE | $2,428 | $1,913+26.9% | $3,430-29.2% | $2,588-6.2% |
| Participant deferral / active EE | $1,712 | $2,863-40.2% | $4,798-64.3% | $4,289-60.1% |
| Admin fee / account holder | $4,890 | $1,581+209.3% | $7,748-36.9% | $1,587+208.1% |