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 | $30,017 | $72,404-58.5% | $110,238-72.8% | $64,186-53.2% |
| Participation rate | 52.0% | 73.3%-21.3pp | 79.8%-27.8pp | 69.6%-17.6pp |
| Annual return | -8.90% | -6.29%-2.6pp | 314.74%-323.6pp | 7.63%-16.5pp |
| Employer contribution / active EE | $920 | $2,282-59.7% | $3,826-76.0% | $2,381-61.4% |
| Participant deferral / active EE | $1,655 | $3,469-52.3% | $4,672-64.6% | $3,470-52.3% |
| Admin fee / account holder | $2,668 | $5,664-52.9% | $8,547-68.8% | $4,888-45.4% |