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 | $32,468 | $54,229-40.1% | $70,092-53.7% | $68,494-52.6% |
| Participation rate | 61.7% | 64.5%-2.8pp | 70.5%-8.8pp | 67.9%-6.2pp |
| Annual return | -20.64% | -13.87%-6.8pp | 190.73%-211.4pp | -7.84%-12.8pp |
| Employer contribution / active EE | $756 | $2,018-62.6% | $2,559-70.5% | $2,596-70.9% |
| Participant deferral / active EE | $2,182 | $2,956-26.2% | $3,849-43.3% | $4,027-45.8% |
| Admin fee / account holder | $3,540 | $4,694-24.6% | $6,267-43.5% | $5,403-34.5% |