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 | $30,621 | $60,349-49.3% | $74,183-58.7% | $62,891-51.3% |
| Participation rate | 59.4% | 72.7%-13.4pp | 76.6%-17.2pp | 69.3%-9.9pp |
| Annual return | -1.94% | 21.37%-23.3pp | 17.74%-19.7pp | 20.14%-22.1pp |
| Employer contribution / active EE | $346 | $1,680-79.4% | $2,370-85.4% | $2,281-84.8% |
| Participant deferral / active EE | $2,391 | $2,856-16.3% | $3,550-32.6% | $3,203-25.4% |
| Admin fee / account holder | $4,140 | $4,261-2.8% | $5,586-25.9% | $4,296-3.6% |