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 | $32,344 | $58,577-44.8% | $83,333-61.2% | $64,186-49.6% |
| Participation rate | 29.7% | 72.0%-42.3pp | 77.8%-48.0pp | 69.6%-39.8pp |
| Annual return | -8.65% | 9.65%-18.3pp | 10.63%-19.3pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,363 | $2,098-35.0% | $3,379-59.6% | $2,381-42.7% |
| Participant deferral / active EE | $0 | $4,654-100.0% | $5,565-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,006 | $9,275-89.2% | $7,510-86.6% | $4,888-79.4% |