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 | $42,851 | $62,586-31.5% | $76,768-44.2% | $64,186-33.2% |
| Participation rate | 48.6% | 72.8%-24.2pp | 77.0%-28.4pp | 69.6%-21.0pp |
| Annual return | -7.64% | -1.95%-5.7pp | 2.43%-10.1pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,343 | $3,145+69.9% | $3,852+38.7% | $3,470+54.0% |
| Admin fee / account holder | $2,553 | $4,667-45.3% | $6,675-61.7% | $4,888-47.8% |