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 | $44,547 | $59,805-25.5% | $79,550-44.0% | $68,494-35.0% |
| Participation rate | 44.4% | 61.1%-16.6pp | 69.5%-25.0pp | 67.9%-23.4pp |
| Annual return | -20.21% | -12.30%-7.9pp | 0.16%-20.4pp | -7.84%-12.4pp |
| Employer contribution / active EE | $1,298 | $1,505-13.7% | $2,413-46.2% | $2,596-50.0% |
| Participant deferral / active EE | $3,480 | $3,024+15.1% | $3,985-12.7% | $4,027-13.6% |
| Admin fee / account holder | $530 | $4,835-89.0% | $6,832-92.2% | $5,403-90.2% |