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 | $64,263 | $72,492-11.4% | $87,100-26.2% | $72,985-12.0% |
| Participation rate | 59.8% | 72.8%-13.0pp | 76.9%-17.1pp | 69.5%-9.7pp |
| Annual return | -1.58% | 24.46%-26.0pp | 28.19%-29.8pp | 81.00%-82.6pp |
| Employer contribution / active EE | $823 | $1,894-56.6% | $2,521-67.4% | $2,440-66.3% |
| Participant deferral / active EE | $2,425 | $3,270-25.8% | $4,049-40.1% | $3,607-32.8% |
| Admin fee / account holder | $2,128 | $5,055-57.9% | $7,497-71.6% | $5,124-58.5% |