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 | $47,164 | $59,805-21.1% | $79,550-40.7% | $68,494-31.1% |
| Participation rate | 42.2% | 61.1%-18.9pp | 69.5%-27.3pp | 67.9%-25.7pp |
| Annual return | -19.71% | -12.30%-7.4pp | 0.16%-19.9pp | -7.84%-11.9pp |
| Employer contribution / active EE | $2,134 | $1,505+41.8% | $2,413-11.6% | $2,596-17.8% |
| Participant deferral / active EE | $4,962 | $3,024+64.1% | $3,985+24.5% | $4,027+23.2% |
| Admin fee / account holder | $885 | $4,835-81.7% | $6,832-87.0% | $5,403-83.6% |