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 | $31,542 | $39,122-19.4% | $57,179-44.8% | $62,891-49.8% |
| Participation rate | 67.5% | 70.5%-3.0pp | 75.3%-7.8pp | 69.3%-1.8pp |
| Annual return | -2.32% | 9.23%-11.6pp | 14.59%-16.9pp | 20.14%-22.5pp |
| Employer contribution / active EE | $1,044 | $1,874-44.3% | $2,682-61.1% | $2,281-54.2% |
| Participant deferral / active EE | $1,342 | $2,374-43.5% | $3,096-56.6% | $3,203-58.1% |
| Admin fee / account holder | $7,069 | $2,592+172.7% | $3,139+125.2% | $4,296+64.6% |