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 | $23,661 | $39,122-39.5% | $57,179-58.6% | $62,891-62.4% |
| Participation rate | 58.1% | 70.5%-12.4pp | 75.3%-17.2pp | 69.3%-11.2pp |
| Annual return | -2.29% | 9.23%-11.5pp | 14.59%-16.9pp | 20.14%-22.4pp |
| Employer contribution / active EE | $1,374 | $1,874-26.7% | $2,682-48.8% | $2,281-39.8% |
| Participant deferral / active EE | $991 | $2,374-58.3% | $3,096-68.0% | $3,203-69.1% |
| Admin fee / account holder | $1,284 | $2,592-50.5% | $3,139-59.1% | $4,296-70.1% |