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 | $49,879 | $90,503-44.9% | $78,689-36.6% | $273,961-81.8% |
| Participation rate | 42.9% | 76.5%-33.7pp | 73.6%-30.7pp | 83.0%-40.2pp |
| Annual return | -6.00% | 75.60%-81.6pp | 62.18%-68.2pp | 41.45%-47.5pp |
| Employer contribution / active EE | $546 | $3,176-82.8% | $2,851-80.8% | $4,869-88.8% |
| Participant deferral / active EE | $1,330 | $3,901-65.9% | $3,517-62.2% | $5,287-74.8% |
| Admin fee / account holder | $7,624 | $5,263+44.9% | $4,510+69.0% | $10,132-24.8% |