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 | $16,620 | $46,674-64.4% | $117,472-85.9% | $68,494-75.7% |
| Participation rate | 40.0% | 56.8%-16.8pp | 70.6%-30.6pp | 67.9%-27.9pp |
| Annual return | -19.32% | -14.52%-4.8pp | 29.74%-49.1pp | -7.84%-11.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,085 | $2,636-58.8% | $4,070-73.3% | $4,027-73.0% |
| Admin fee / account holder | $1,747 | $4,020-56.5% | $5,645-69.1% | $5,403-67.7% |