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 | $28,678 | $72,114-60.2% | $108,745-73.6% | $62,891-54.4% |
| Participation rate | 51.7% | 74.6%-22.9pp | 77.7%-26.0pp | 69.3%-17.6pp |
| Annual return | -25.79% | 13.41%-39.2pp | 46.22%-72.0pp | 20.14%-45.9pp |
| Employer contribution / active EE | $1,082 | $2,694-59.8% | $3,323-67.4% | $2,281-52.6% |
| Participant deferral / active EE | $3,032 | $4,044-25.0% | $5,121-40.8% | $3,203-5.3% |
| Admin fee / account holder | $5,509 | $4,608+19.6% | $6,144-10.3% | $4,296+28.3% |