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 | $37,735 | $52,681-28.4% | $75,781-50.2% | $59,632-36.7% |
| Participation rate | 46.0% | 67.2%-21.2pp | 75.8%-29.8pp | 68.7%-22.7pp |
| Annual return | -3.91% | 2.95%-6.9pp | 9.68%-13.6pp | 2041.28%-2045.2pp |
| Employer contribution / active EE | $1,039 | $2,193-52.6% | $3,323-68.7% | $2,203-52.8% |
| Participant deferral / active EE | $2,987 | $2,591+15.3% | $3,651-18.2% | $3,192-6.4% |
| Admin fee / account holder | $405 | $3,610-88.8% | $5,299-92.4% | $4,297-90.6% |