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 | $35,053 | $71,883-51.2% | $86,677-59.6% | $68,494-48.8% |
| Participation rate | 54.8% | 72.2%-17.4pp | 76.6%-21.7pp | 67.9%-13.0pp |
| Annual return | -19.23% | 3.52%-22.8pp | 35.91%-55.1pp | -7.84%-11.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,152 | $3,779-43.1% | $4,656-53.8% | $4,027-46.6% |
| Admin fee / account holder | $3,114 | $6,112-49.1% | $7,493-58.4% | $5,403-42.4% |