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 4-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 | $43,404 | $81,900-47.0% | $119,609-63.7% | $68,494-36.6% |
| Participation rate | 67.4% | 71.9%-4.5pp | 79.3%-11.8pp | 67.9%-0.4pp |
| Annual return | -19.29% | -23.82%+4.5pp | -14.97%-4.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,437 | $2,693-9.5% | $4,232-42.4% | $2,596-6.1% |
| Participant deferral / active EE | $4,892 | $4,148+17.9% | $5,602-12.7% | $4,027+21.5% |
| Admin fee / account holder | $467 | $6,582-92.9% | $10,323-95.5% | $5,403-91.4% |