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 | $47,924 | $72,012-33.5% | $185,823-74.2% | $79,858-40.0% |
| Participation rate | 53.3% | 65.8%-12.4pp | 78.0%-24.7pp | 69.6%-16.3pp |
| Annual return | -7.67% | 23.12%-30.8pp | 35.95%-43.6pp | 31.71%-39.4pp |
| Employer contribution / active EE | $2,313 | $1,965+17.7% | $4,087-43.4% | $2,471-6.4% |
| Participant deferral / active EE | $4,002 | $3,779+5.9% | $5,632-28.9% | $3,740+7.0% |
| Admin fee / account holder | $6,391 | $4,513+41.6% | $9,500-32.7% | $5,306+20.4% |