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 | $54,363 | $72,277-24.8% | $101,248-46.3% | $79,858-31.9% |
| Participation rate | 66.3% | 68.5%-2.1pp | 75.8%-9.5pp | 69.6%-3.3pp |
| Annual return | -11.94% | 22.30%-34.2pp | 46.47%-58.4pp | 31.71%-43.7pp |
| Employer contribution / active EE | $1,015 | $2,692-62.3% | $3,660-72.3% | $2,471-58.9% |
| Participant deferral / active EE | $4,288 | $3,282+30.7% | $4,370-1.9% | $3,740+14.7% |
| Admin fee / account holder | $4,322 | $4,400-1.8% | $5,945-27.3% | $5,306-18.6% |