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 | $48,994 | $52,903-7.4% | $73,307-33.2% | $59,632-17.8% |
| Participation rate | 32.0% | 68.2%-36.2pp | 74.9%-42.9pp | 68.7%-36.7pp |
| Annual return | -4.81% | 12.20%-17.0pp | 5.67%-10.5pp | 2041.28%-2046.1pp |
| Employer contribution / active EE | $1,556 | $1,909-18.5% | $3,237-51.9% | $2,203-29.4% |
| Participant deferral / active EE | $2,866 | $4,069-29.6% | $4,991-42.6% | $3,192-10.2% |
| Admin fee / account holder | $25,612 | $3,834+568.0% | $5,637+354.4% | $4,297+496.0% |