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 | $16,106 | $49,227-67.3% | $70,449-77.1% | $79,858-79.8% |
| Participation rate | 59.4% | 69.2%-9.8pp | 75.1%-15.7pp | 69.6%-10.3pp |
| Annual return | -1.10% | 30.06%-31.2pp | 109.03%-110.1pp | 31.71%-32.8pp |
| Employer contribution / active EE | $819 | $2,099-61.0% | $2,737-70.1% | $2,471-66.9% |
| Participant deferral / active EE | $1,112 | $2,768-59.8% | $3,709-70.0% | $3,740-70.3% |
| Admin fee / account holder | $2,195 | $2,878-23.8% | $3,845-42.9% | $5,306-58.6% |