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 | $43,070 | $59,839-28.0% | $81,983-47.5% | $79,858-46.1% |
| Participation rate | 46.9% | 61.6%-14.7pp | 69.2%-22.3pp | 69.6%-22.7pp |
| Annual return | -5.64% | 17.56%-23.2pp | 41.31%-46.9pp | 31.71%-37.4pp |
| Employer contribution / active EE | $494 | $1,713-71.2% | $2,498-80.2% | $2,471-80.0% |
| Participant deferral / active EE | $1,339 | $2,695-50.3% | $3,722-64.0% | $3,740-64.2% |
| Admin fee / account holder | $1,481 | $4,287-65.5% | $5,664-73.9% | $5,306-72.1% |