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 3-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 | $33,759 | $54,380-37.9% | $68,509-50.7% | $59,632-43.4% |
| Participation rate | 67.9% | 70.2%-2.3pp | 74.7%-6.9pp | 68.7%-0.8pp |
| Annual return | -2.44% | 2.83%-5.3pp | 8.27%-10.7pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $547 | $1,539-64.5% | $2,278-76.0% | $2,203-75.2% |
| Participant deferral / active EE | $1,612 | $2,643-39.0% | $3,382-52.4% | $3,192-49.5% |
| Admin fee / account holder | $1,920 | $3,885-50.6% | $5,275-63.6% | $4,297-55.3% |