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 | $23,549 | $54,380-56.7% | $68,509-65.6% | $59,632-60.5% |
| Participation rate | 65.3% | 70.2%-4.9pp | 74.7%-9.4pp | 68.7%-3.4pp |
| Annual return | -3.93% | 2.83%-6.8pp | 8.27%-12.2pp | 2041.28%-2045.2pp |
| Employer contribution / active EE | $886 | $1,539-42.4% | $2,278-61.1% | $2,203-59.8% |
| Participant deferral / active EE | $1,616 | $2,643-38.9% | $3,382-52.2% | $3,192-49.4% |
| Admin fee / account holder | $731 | $3,885-81.2% | $5,275-86.1% | $4,297-83.0% |