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 | $24,258 | $46,674-48.0% | $117,472-79.3% | $68,494-64.6% |
| Participation rate | 38.5% | 56.8%-18.3pp | 70.6%-32.1pp | 67.9%-29.4pp |
| Annual return | -21.74% | -14.52%-7.2pp | 29.74%-51.5pp | -7.84%-13.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,274 | $2,636-51.7% | $4,070-68.7% | $4,027-68.4% |
| Admin fee / account holder | $589 | $4,020-85.3% | $5,645-89.6% | $5,403-89.1% |