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 | $29,837 | $67,411-55.7% | $91,001-67.2% | $70,131-57.5% |
| Participation rate | 47.4% | 71.4%-24.0pp | 75.6%-28.2pp | 69.5%-22.2pp |
| Annual return | -4.77% | -40.16%+35.4pp | 4.60%-9.4pp | 73.14%-77.9pp |
| Employer contribution / active EE | $870 | $1,786-51.3% | $2,456-64.6% | $2,342-62.9% |
| Participant deferral / active EE | $4,057 | $2,823+43.7% | $3,547+14.4% | $3,332+21.8% |
| Admin fee / account holder | $23,957 | $4,236+465.5% | $5,417+342.2% | $4,645+415.7% |