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 | $33,306 | $57,354-41.9% | $83,848-60.3% | $64,186-48.1% |
| Participation rate | 25.6% | 68.6%-43.0pp | 76.1%-50.5pp | 69.6%-43.9pp |
| Annual return | -9.80% | 11.38%-21.2pp | 850.88%-860.7pp | 7.63%-17.4pp |
| Employer contribution / active EE | $545 | $2,545-78.6% | $3,631-85.0% | $2,381-77.1% |
| Participant deferral / active EE | $1,661 | $2,993-44.5% | $4,082-59.3% | $3,470-52.1% |
| Admin fee / account holder | $2,087 | $4,046-48.4% | $5,478-61.9% | $4,888-57.3% |