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 | $28,524 | $42,894-33.5% | $60,874-53.1% | $68,494-58.4% |
| Participation rate | 61.9% | 66.8%-4.9pp | 73.1%-11.2pp | 67.9%-6.0pp |
| Annual return | -19.30% | -13.98%-5.3pp | 16.90%-36.2pp | -7.84%-11.5pp |
| Employer contribution / active EE | $896 | $1,978-54.7% | $2,701-66.9% | $2,596-65.5% |
| Participant deferral / active EE | $2,196 | $2,867-23.4% | $3,817-42.5% | $4,027-45.5% |
| Admin fee / account holder | $3,509 | $3,101+13.2% | $3,224+8.8% | $5,403-35.0% |