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 | $36,976 | $48,050-23.0% | $85,969-57.0% | $59,632-38.0% |
| Participation rate | 64.0% | 64.5%-0.5pp | 76.5%-12.6pp | 68.7%-4.7pp |
| Annual return | -4.09% | 0.29%-4.4pp | 9.32%-13.4pp | 2041.28%-2045.4pp |
| Employer contribution / active EE | $1,303 | $1,640-20.5% | $3,474-62.5% | $2,203-40.8% |
| Participant deferral / active EE | $1,854 | $2,249-17.6% | $3,829-51.6% | $3,192-41.9% |
| Admin fee / account holder | $435 | $3,206-86.4% | $6,053-92.8% | $4,297-89.9% |