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 | $26,703 | $58,083-54.0% | $80,019-66.6% | $56,287-52.6% |
| Participation rate | 50.5% | 73.6%-23.1pp | 75.8%-25.4pp | 69.9%-19.4pp |
| Annual return | -8.75% | 34.61%-43.4pp | 11.22%-20.0pp | -9.96%+1.2pp |
| Employer contribution / active EE | $985 | $1,932-49.0% | $2,468-60.1% | $2,111-53.3% |
| Participant deferral / active EE | $1,571 | $3,135-49.9% | $3,686-57.4% | $3,350-53.1% |
| Admin fee / account holder | $3,148 | $623+405.6% | $6,521-51.7% | $521+504.3% |