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 | $28,088 | $52,681-46.7% | $75,781-62.9% | $59,632-52.9% |
| Participation rate | 48.5% | 67.2%-18.7pp | 75.8%-27.3pp | 68.7%-20.2pp |
| Annual return | -5.58% | 2.95%-8.5pp | 9.68%-15.3pp | 2041.28%-2046.9pp |
| Employer contribution / active EE | $1,083 | $2,193-50.6% | $3,323-67.4% | $2,203-50.9% |
| Participant deferral / active EE | $1,195 | $2,591-53.9% | $3,651-67.3% | $3,192-62.6% |
| Admin fee / account holder | $1,279 | $3,610-64.6% | $5,299-75.9% | $4,297-70.2% |