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 | $33,520 | $43,550-23.0% | $63,517-47.2% | $52,331-35.9% |
| Participation rate | 41.0% | 65.7%-24.7pp | 71.0%-30.1pp | 68.1%-27.2pp |
| Annual return | -2.41% | 2.03%-4.4pp | -70.30%+67.9pp | 4.54%-7.0pp |
| Employer contribution / active EE | $533 | $1,351-60.6% | $2,322-77.1% | $1,882-71.7% |
| Participant deferral / active EE | $2,243 | $2,254-0.5% | $2,953-24.1% | $3,022-25.8% |
| Admin fee / account holder | $5,029 | $387+1199.8% | $5,892-14.7% | $592+750.0% |