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 | $43,111 | $48,265-10.7% | $68,791-37.3% | $68,494-37.1% |
| Participation rate | 40.0% | 60.7%-20.7pp | 69.0%-29.0pp | 67.9%-27.9pp |
| Annual return | -20.36% | -12.71%-7.7pp | -6.38%-14.0pp | -7.84%-12.5pp |
| Employer contribution / active EE | $1,111 | $1,829-39.2% | $2,655-58.2% | $2,596-57.2% |
| Participant deferral / active EE | $2,374 | $2,867-17.2% | $3,941-39.8% | $4,027-41.1% |
| Admin fee / account holder | $11,016 | $4,355+152.9% | $4,932+123.4% | $5,403+103.9% |