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 | $38,901 | $57,354-32.2% | $83,848-53.6% | $64,186-39.4% |
| Participation rate | 43.9% | 68.6%-24.7pp | 76.1%-32.2pp | 69.6%-25.7pp |
| Annual return | -10.35% | 11.38%-21.7pp | 850.88%-861.2pp | 7.63%-18.0pp |
| Employer contribution / active EE | $1,591 | $2,545-37.5% | $3,631-56.2% | $2,381-33.2% |
| Participant deferral / active EE | $3,639 | $2,993+21.6% | $4,082-10.9% | $3,470+4.9% |
| Admin fee / account holder | $4,113 | $4,046+1.7% | $5,478-24.9% | $4,888-15.8% |