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 | $50,472 | $52,681-4.2% | $75,781-33.4% | $59,632-15.4% |
| Participation rate | 58.4% | 67.2%-8.8pp | 75.8%-17.4pp | 68.7%-10.2pp |
| Annual return | -3.40% | 2.95%-6.4pp | 9.68%-13.1pp | 2041.28%-2044.7pp |
| Employer contribution / active EE | $437 | $2,193-80.1% | $3,323-86.8% | $2,203-80.1% |
| Participant deferral / active EE | $1,769 | $2,591-31.7% | $3,651-51.5% | $3,192-44.6% |
| Admin fee / account holder | $2,250 | $3,610-37.7% | $5,299-57.5% | $4,297-47.6% |