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 | $25,257 | $40,256-37.3% | $57,343-56.0% | $59,632-57.6% |
| Participation rate | 50.6% | 69.2%-18.6pp | 75.1%-24.5pp | 68.7%-18.1pp |
| Annual return | -2.03% | 27.49%-29.5pp | 24.39%-26.4pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $957 | $1,922-50.2% | $2,689-64.4% | $2,203-56.5% |
| Participant deferral / active EE | $1,550 | $2,399-35.4% | $3,162-51.0% | $3,192-51.4% |
| Admin fee / account holder | $1,641 | $2,818-41.8% | $3,356-51.1% | $4,297-61.8% |