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 | $56,253 | $48,313+16.4% | $73,307-23.3% | $52,331+7.5% |
| Participation rate | 30.7% | 68.6%-37.9pp | 74.9%-44.2pp | 68.1%-37.4pp |
| Annual return | -2.53% | 3.85%-6.4pp | 5.67%-8.2pp | 4.54%-7.1pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,984 | $4,189-52.6% | $4,991-60.3% | $3,022-34.4% |
| Admin fee / account holder | $9,175 | $404+2171.6% | $5,637+62.8% | $592+1450.9% |