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 | $27,147 | $73,867-63.2% | $143,757-81.1% | $68,494-60.4% |
| Participation rate | 51.9% | 66.7%-14.8pp | 80.3%-28.4pp | 67.9%-16.0pp |
| Annual return | -22.02% | 1.01%-23.0pp | -0.04%-22.0pp | -7.84%-14.2pp |
| Employer contribution / active EE | $418 | $3,184-86.9% | $4,951-91.5% | $2,596-83.9% |
| Participant deferral / active EE | $1,560 | $3,384-53.9% | $5,637-72.3% | $4,027-61.3% |
| Admin fee / account holder | $2,833 | $5,755-50.8% | $14,673-80.7% | $5,403-47.6% |