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 | $29,469 | $61,660-52.2% | $80,019-63.2% | $64,186-54.1% |
| Participation rate | 50.0% | 71.7%-21.7pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | -9.72% | -0.33%-9.4pp | 11.22%-20.9pp | 7.63%-17.4pp |
| Employer contribution / active EE | $780 | $1,810-56.9% | $2,468-68.4% | $2,381-67.2% |
| Participant deferral / active EE | $1,429 | $2,968-51.8% | $3,686-61.2% | $3,470-58.8% |
| Admin fee / account holder | $1,161 | $5,417-78.6% | $6,521-82.2% | $4,888-76.3% |