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 | $25,778 | $43,723-41.0% | $121,196-78.7% | $64,186-59.8% |
| Participation rate | 48.8% | 58.3%-9.5pp | 71.7%-22.9pp | 69.6%-20.7pp |
| Annual return | -8.68% | 68.91%-77.6pp | 16.93%-25.6pp | 7.63%-16.3pp |
| Employer contribution / active EE | $403 | $1,296-68.9% | $4,022-90.0% | $2,381-83.1% |
| Participant deferral / active EE | $1,499 | $2,280-34.3% | $3,344-55.2% | $3,470-56.8% |
| Admin fee / account holder | $1,391 | $3,501-60.3% | $5,019-72.3% | $4,888-71.5% |