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 | $46,838 | $72,277-35.2% | $101,248-53.7% | $79,858-41.3% |
| Participation rate | 34.1% | 68.5%-34.4pp | 75.8%-41.7pp | 69.6%-35.5pp |
| Annual return | -11.28% | 22.30%-33.6pp | 46.47%-57.8pp | 31.71%-43.0pp |
| Employer contribution / active EE | $1,077 | $2,692-60.0% | $3,660-70.6% | $2,471-56.4% |
| Participant deferral / active EE | $1,897 | $3,282-42.2% | $4,370-56.6% | $3,740-49.3% |
| Admin fee / account holder | $363 | $4,400-91.7% | $5,945-93.9% | $5,306-93.1% |