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 | $21,489 | $76,552-71.9% | $123,892-82.7% | $62,891-65.8% |
| Participation rate | 40.8% | 73.0%-32.2pp | 81.4%-40.6pp | 69.3%-28.5pp |
| Annual return | -1.78% | 18.68%-20.5pp | 47.52%-49.3pp | 20.14%-21.9pp |
| Employer contribution / active EE | $2,341 | $2,883-18.8% | $4,617-49.3% | $2,281+2.7% |
| Participant deferral / active EE | $3,334 | $4,840-31.1% | $5,984-44.3% | $3,203+4.1% |
| Admin fee / account holder | $5,049 | $4,826+4.6% | $8,357-39.6% | $4,296+17.5% |