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 | $39,869 | $50,958-21.8% | $74,550-46.5% | $64,186-37.9% |
| Participation rate | 59.1% | 61.1%-2.0pp | 69.1%-10.1pp | 69.6%-10.5pp |
| Annual return | -8.32% | -1.86%-6.5pp | 32.53%-40.8pp | 7.63%-16.0pp |
| Employer contribution / active EE | $994 | $1,115-10.9% | $1,961-49.3% | $2,381-58.3% |
| Participant deferral / active EE | $2,104 | $2,301-8.6% | $3,108-32.3% | $3,470-39.3% |
| Admin fee / account holder | $1,632 | $4,223-61.4% | $5,060-67.8% | $4,888-66.6% |