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 | $59,897 | $88,707-32.5% | $74,183-19.3% | $273,961-78.1% |
| Participation rate | 68.8% | 79.4%-10.7pp | 76.6%-7.9pp | 83.0%-14.3pp |
| Annual return | -0.60% | 11.94%-12.5pp | 17.74%-18.3pp | 41.45%-42.1pp |
| Employer contribution / active EE | $1,615 | $3,159-48.9% | $2,370-31.8% | $4,869-66.8% |
| Participant deferral / active EE | $6,114 | $4,212+45.2% | $3,550+72.2% | $5,287+15.6% |
| Admin fee / account holder | $47,680 | $8,717+447.0% | $5,586+753.6% | $10,132+370.6% |