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 | $47,888 | $72,277-33.7% | $101,248-52.7% | $79,858-40.0% |
| Participation rate | 56.5% | 68.5%-11.9pp | 75.8%-19.3pp | 69.6%-13.1pp |
| Annual return | -5.49% | 22.30%-27.8pp | 46.47%-52.0pp | 31.71%-37.2pp |
| Employer contribution / active EE | $617 | $2,692-77.1% | $3,660-83.1% | $2,471-75.0% |
| Participant deferral / active EE | $1,679 | $3,282-48.8% | $4,370-61.6% | $3,740-55.1% |
| Admin fee / account holder | $15,862 | $4,400+260.5% | $5,945+166.8% | $5,306+198.9% |