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 | $41,872 | $71,883-41.7% | $86,677-51.7% | $68,494-38.9% |
| Participation rate | 51.9% | 72.2%-20.3pp | 76.6%-24.7pp | 67.9%-16.0pp |
| Annual return | -19.90% | 3.52%-23.4pp | 35.91%-55.8pp | -7.84%-12.1pp |
| Employer contribution / active EE | $930 | $2,173-57.2% | $2,836-67.2% | $2,596-64.2% |
| Participant deferral / active EE | $2,162 | $3,779-42.8% | $4,656-53.6% | $4,027-46.3% |
| Admin fee / account holder | $2,352 | $6,112-61.5% | $7,493-68.6% | $5,403-56.5% |