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 | $63,305 | $73,867-14.3% | $143,757-56.0% | $68,494-7.6% |
| Participation rate | 42.3% | 66.7%-24.3pp | 80.3%-38.0pp | 67.9%-25.6pp |
| Annual return | -21.25% | 1.01%-22.3pp | -0.04%-21.2pp | -7.84%-13.4pp |
| Employer contribution / active EE | $1,115 | $3,184-65.0% | $4,951-77.5% | $2,596-57.1% |
| Participant deferral / active EE | $2,579 | $3,384-23.8% | $5,637-54.2% | $4,027-35.9% |
| Admin fee / account holder | $32,355 | $5,755+462.2% | $14,673+120.5% | $5,403+498.9% |