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 | $71,865 | $73,867-2.7% | $143,757-50.0% | $68,494+4.9% |
| Participation rate | 51.6% | 66.7%-15.0pp | 80.3%-28.7pp | 67.9%-16.3pp |
| Annual return | -21.69% | 1.01%-22.7pp | -0.04%-21.6pp | -7.84%-13.8pp |
| Employer contribution / active EE | $1,284 | $3,184-59.7% | $4,951-74.1% | $2,596-50.5% |
| Participant deferral / active EE | $2,959 | $3,384-12.6% | $5,637-47.5% | $4,027-26.5% |
| Admin fee / account holder | $1,318 | $5,755-77.1% | $14,673-91.0% | $5,403-75.6% |