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 | $55,156 | $181,894-69.7% | $156,549-64.8% | $273,961-79.9% |
| Participation rate | 62.5% | 88.4%-25.9pp | 84.0%-21.5pp | 83.0%-20.5pp |
| Annual return | -3.49% | 30.74%-34.2pp | 32.23%-35.7pp | 41.45%-44.9pp |
| Employer contribution / active EE | $1,329 | $6,248-78.7% | $5,501-75.9% | $4,869-72.7% |
| Participant deferral / active EE | $3,181 | $5,550-42.7% | $4,871-34.7% | $5,287-39.8% |
| Admin fee / account holder | $1,140 | $15,559-92.7% | $13,027-91.3% | $10,132-88.8% |