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 | $38,636 | $56,897-32.1% | $84,750-54.4% | $62,891-38.6% |
| Participation rate | 50.0% | 68.5%-18.5pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | -1.09% | 6.30%-7.4pp | 22.78%-23.9pp | 20.14%-21.2pp |
| Employer contribution / active EE | $636 | $2,400-73.5% | $3,574-82.2% | $2,281-72.1% |
| Participant deferral / active EE | $1,215 | $2,709-55.2% | $3,712-67.3% | $3,203-62.1% |
| Admin fee / account holder | $9,844 | $3,581+174.9% | $5,332+84.6% | $4,296+129.2% |