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 | $74,058 | $81,208-8.8% | $98,907-25.1% | $79,858-7.3% |
| Participation rate | 33.3% | 72.5%-39.2pp | 76.0%-42.7pp | 69.6%-36.3pp |
| Annual return | -1.13% | 60.99%-62.1pp | 196.43%-197.6pp | 31.71%-32.8pp |
| Employer contribution / active EE | $671 | $1,960-65.7% | $2,689-75.0% | $2,471-72.8% |
| Participant deferral / active EE | $2,311 | $3,265-29.2% | $4,244-45.6% | $3,740-38.2% |
| Admin fee / account holder | $1,751 | $6,013-70.9% | $6,642-73.6% | $5,306-67.0% |