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 | $33,041 | $56,199-41.2% | $67,652-51.2% | $59,632-44.6% |
| Participation rate | 31.1% | 71.5%-40.4pp | 75.7%-44.6pp | 68.7%-37.6pp |
| Annual return | -5.01% | 18505.31%-18510.3pp | 6625.04%-6630.1pp | 2041.28%-2046.3pp |
| Employer contribution / active EE | $1,705 | $1,614+5.6% | $2,266-24.8% | $2,203-22.6% |
| Participant deferral / active EE | $1,663 | $2,844-41.5% | $3,560-53.3% | $3,192-47.9% |
| Admin fee / account holder | $2,942 | $3,958-25.7% | $4,821-39.0% | $4,297-31.5% |