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 | $53,437 | $53,777-0.6% | $134,143-60.2% | $79,858-33.1% |
| Participation rate | 50.8% | 58.8%-8.0pp | 72.2%-21.4pp | 69.6%-18.9pp |
| Annual return | -12.15% | 19.01%-31.2pp | 36.33%-48.5pp | 31.71%-43.9pp |
| Employer contribution / active EE | $860 | $1,321-34.9% | $3,704-76.8% | $2,471-65.2% |
| Participant deferral / active EE | $2,251 | $2,420-7.0% | $3,499-35.7% | $3,740-39.8% |
| Admin fee / account holder | $3,600 | $3,984-9.6% | $6,684-46.1% | $5,306-32.2% |