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 | $44,096 | $57,354-23.1% | $83,848-47.4% | $64,186-31.3% |
| Participation rate | 46.8% | 68.6%-21.9pp | 76.1%-29.4pp | 69.6%-22.8pp |
| Annual return | -9.08% | 11.38%-20.5pp | 850.88%-860.0pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,452 | $2,545-42.9% | $3,631-60.0% | $2,381-39.0% |
| Participant deferral / active EE | $2,545 | $2,993-15.0% | $4,082-37.6% | $3,470-26.6% |
| Admin fee / account holder | $4,070 | $4,046+0.6% | $5,478-25.7% | $4,888-16.7% |