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 | $25,317 | $61,660-58.9% | $80,019-68.4% | $64,186-60.6% |
| Participation rate | 51.3% | 71.7%-20.4pp | 75.8%-24.5pp | 69.6%-18.3pp |
| Annual return | -8.30% | -0.33%-8.0pp | 11.22%-19.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,020 | $1,810-43.7% | $2,468-58.7% | $2,381-57.2% |
| Participant deferral / active EE | $2,188 | $2,968-26.3% | $3,686-40.6% | $3,470-36.9% |
| Admin fee / account holder | $309 | $5,417-94.3% | $6,521-95.3% | $4,888-93.7% |