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 5-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 | $32,413 | $56,357-42.5% | $104,294-68.9% | $68,494-52.7% |
| Participation rate | 48.8% | 63.3%-14.5pp | 73.3%-24.5pp | 67.9%-19.1pp |
| Annual return | -26.30% | -9.19%-17.1pp | 24.61%-50.9pp | -7.84%-18.5pp |
| Employer contribution / active EE | $1,529 | $1,960-22.0% | $3,372-54.6% | $2,596-41.1% |
| Participant deferral / active EE | $3,150 | $3,077+2.4% | $4,625-31.9% | $4,027-21.8% |
| Admin fee / account holder | $1,186 | $4,903-75.8% | $7,339-83.8% | $5,403-78.1% |