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 | $39,987 | $61,660-35.1% | $80,019-50.0% | $64,186-37.7% |
| Participation rate | 55.8% | 71.7%-15.8pp | 75.8%-20.0pp | 69.6%-13.7pp |
| Annual return | -8.91% | -0.33%-8.6pp | 11.22%-20.1pp | 7.63%-16.5pp |
| Employer contribution / active EE | $656 | $1,810-63.8% | $2,468-73.4% | $2,381-72.4% |
| Participant deferral / active EE | $1,956 | $2,968-34.1% | $3,686-46.9% | $3,470-43.6% |
| Admin fee / account holder | $773 | $5,417-85.7% | $6,521-88.2% | $4,888-84.2% |