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 | $38,739 | $73,867-47.6% | $143,757-73.1% | $68,494-43.4% |
| Participation rate | 63.0% | 66.7%-3.7pp | 80.3%-17.3pp | 67.9%-4.9pp |
| Annual return | -25.86% | 1.01%-26.9pp | -0.04%-25.8pp | -7.84%-18.0pp |
| Employer contribution / active EE | $1,640 | $3,184-48.5% | $4,951-66.9% | $2,596-36.8% |
| Participant deferral / active EE | $3,679 | $3,384+8.7% | $5,637-34.7% | $4,027-8.7% |
| Admin fee / account holder | $4,787 | $5,755-16.8% | $14,673-67.4% | $5,403-11.4% |