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 | $68,770 | $83,337-17.5% | $67,834+1.4% | $273,961-74.9% |
| Participation rate | 41.2% | 76.4%-35.3pp | 68.8%-27.6pp | 83.0%-41.8pp |
| Annual return | 0.03% | 259.45%-259.4pp | 138.47%-138.4pp | 41.45%-41.4pp |
| Employer contribution / active EE | $931 | $3,287-71.7% | $2,403-61.3% | $4,869-80.9% |
| Participant deferral / active EE | $1,312 | $4,088-67.9% | $3,160-58.5% | $5,287-75.2% |
| Admin fee / account holder | $3,704 | $6,752-45.1% | $4,622-19.9% | $10,132-63.4% |