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 | $52,799 | $59,805-11.7% | $79,550-33.6% | $68,494-22.9% |
| Participation rate | 20.0% | 61.1%-41.1pp | 69.5%-49.5pp | 67.9%-47.9pp |
| Annual return | -25.33% | -12.30%-13.0pp | 0.16%-25.5pp | -7.84%-17.5pp |
| Employer contribution / active EE | $398 | $1,505-73.5% | $2,413-83.5% | $2,596-84.7% |
| Participant deferral / active EE | $1,603 | $3,024-47.0% | $3,985-59.8% | $4,027-60.2% |
| Admin fee / account holder | $1,283 | $4,835-73.5% | $6,832-81.2% | $5,403-76.2% |