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 | $22,006 | $39,122-43.8% | $57,179-61.5% | $62,891-65.0% |
| Participation rate | 47.4% | 70.5%-23.1pp | 75.3%-28.0pp | 69.3%-21.9pp |
| Annual return | -0.69% | 9.23%-9.9pp | 14.59%-15.3pp | 20.14%-20.8pp |
| Employer contribution / active EE | $750 | $1,874-60.0% | $2,682-72.1% | $2,281-67.1% |
| Participant deferral / active EE | $1,001 | $2,374-57.8% | $3,096-67.7% | $3,203-68.8% |
| Admin fee / account holder | $3,435 | $2,592+32.5% | $3,139+9.4% | $4,296-20.0% |