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 | $53,106 | $48,265+10.0% | $68,791-22.8% | $68,494-22.5% |
| Participation rate | 40.5% | 60.7%-20.2pp | 69.0%-28.5pp | 67.9%-27.4pp |
| Annual return | -25.83% | -12.71%-13.1pp | -6.38%-19.5pp | -7.84%-18.0pp |
| Employer contribution / active EE | $854 | $1,829-53.3% | $2,655-67.8% | $2,596-67.1% |
| Participant deferral / active EE | $1,970 | $2,867-31.3% | $3,941-50.0% | $4,027-51.1% |
| Admin fee / account holder | $2,715 | $4,355-37.7% | $4,932-45.0% | $5,403-49.8% |