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 | $44,035 | $47,944-8.2% | $67,834-35.1% | $62,891-30.0% |
| Participation rate | 40.0% | 61.1%-21.1pp | 68.8%-28.8pp | 69.3%-29.3pp |
| Annual return | 4.53% | 11.77%-7.2pp | 138.47%-133.9pp | 20.14%-15.6pp |
| Employer contribution / active EE | $430 | $1,562-72.5% | $2,403-82.1% | $2,281-81.1% |
| Participant deferral / active EE | $1,278 | $2,247-43.1% | $3,160-59.5% | $3,203-60.1% |
| Admin fee / account holder | $512 | $3,712-86.2% | $4,622-88.9% | $4,296-88.1% |