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 | $29,149 | $59,805-51.3% | $79,550-63.4% | $68,494-57.4% |
| Participation rate | 47.5% | 61.1%-13.6pp | 69.5%-22.0pp | 67.9%-20.4pp |
| Annual return | -24.94% | -12.30%-12.6pp | 0.16%-25.1pp | -7.84%-17.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,460 | $3,024+14.4% | $3,985-13.2% | $4,027-14.1% |
| Admin fee / account holder | $5,710 | $4,835+18.1% | $6,832-16.4% | $5,403+5.7% |