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 | $32,781 | $48,265-32.1% | $68,791-52.3% | $68,494-52.1% |
| Participation rate | 55.6% | 60.7%-5.1pp | 69.0%-13.5pp | 67.9%-12.3pp |
| Annual return | -22.07% | -12.71%-9.4pp | -6.38%-15.7pp | -7.84%-14.2pp |
| Employer contribution / active EE | $745 | $1,829-59.3% | $2,655-72.0% | $2,596-71.3% |
| Participant deferral / active EE | $2,048 | $2,867-28.5% | $3,941-48.0% | $4,027-49.1% |
| Admin fee / account holder | $3,478 | $4,355-20.1% | $4,932-29.5% | $5,403-35.6% |