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 | $53,802 | $64,707-16.9% | $112,228-52.1% | $68,494-21.4% |
| Participation rate | 43.8% | 67.2%-23.4pp | 75.1%-31.3pp | 67.9%-24.1pp |
| Annual return | -24.10% | -11.40%-12.7pp | 27.45%-51.5pp | -7.84%-16.3pp |
| Employer contribution / active EE | $2,587 | $2,746-5.8% | $3,635-28.8% | $2,596-0.4% |
| Participant deferral / active EE | $4,134 | $3,565+16.0% | $4,728-12.6% | $4,027+2.7% |
| Admin fee / account holder | $2,195 | $5,232-58.1% | $6,410-65.8% | $5,403-59.4% |