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 | $65,503 | $88,707-26.2% | $74,183-11.7% | $273,961-76.1% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.6%-10.0pp | 83.0%-16.3pp |
| Annual return | -4.02% | 11.94%-16.0pp | 17.74%-21.8pp | 41.45%-45.5pp |
| Employer contribution / active EE | $1,612 | $3,159-49.0% | $2,370-32.0% | $4,869-66.9% |
| Participant deferral / active EE | $2,971 | $4,212-29.5% | $3,550-16.3% | $5,287-43.8% |
| Admin fee / account holder | $6,132 | $8,717-29.6% | $5,586+9.8% | $10,132-39.5% |