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 | $43,450 | $48,265-10.0% | $68,791-36.8% | $68,494-36.6% |
| Participation rate | 51.9% | 60.7%-8.8pp | 69.0%-17.1pp | 67.9%-16.0pp |
| Annual return | -23.22% | -12.71%-10.5pp | -6.38%-16.8pp | -7.84%-15.4pp |
| Employer contribution / active EE | $390 | $1,829-78.7% | $2,655-85.3% | $2,596-85.0% |
| Participant deferral / active EE | $3,002 | $2,867+4.7% | $3,941-23.8% | $4,027-25.5% |
| Admin fee / account holder | $1,754 | $4,355-59.7% | $4,932-64.4% | $5,403-67.5% |