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 | $40,139 | $81,900-51.0% | $119,609-66.4% | $68,494-41.4% |
| Participation rate | 46.4% | 71.9%-25.5pp | 79.3%-32.9pp | 67.9%-21.5pp |
| Annual return | -19.59% | -23.82%+4.2pp | -14.97%-4.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,226 | $2,693-54.5% | $4,232-71.0% | $2,596-52.8% |
| Participant deferral / active EE | $2,561 | $4,148-38.3% | $5,602-54.3% | $4,027-36.4% |
| Admin fee / account holder | $940 | $6,582-85.7% | $10,323-90.9% | $5,403-82.6% |