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 | $55,279 | $81,446-32.1% | $103,374-46.5% | $80,874-31.6% |
| Participation rate | 63.4% | 66.9%-3.5pp | 74.5%-11.1pp | 67.6%-4.3pp |
| Annual return | -12.49% | 25.57%-38.1pp | 24.89%-37.4pp | 35.62%-48.1pp |
| Employer contribution / active EE | $1,961 | $3,107-36.9% | $3,869-49.3% | $2,756-28.8% |
| Participant deferral / active EE | $3,311 | $3,870-14.4% | $5,058-34.5% | $4,297-22.9% |
| Admin fee / account holder | $937 | $6,715-86.1% | $8,394-88.8% | $6,935-86.5% |