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 | $37,258 | $73,867-49.6% | $143,757-74.1% | $68,494-45.6% |
| Participation rate | 48.6% | 66.7%-18.1pp | 80.3%-31.7pp | 67.9%-19.3pp |
| Annual return | -19.96% | 1.01%-21.0pp | -0.04%-19.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $2,440 | $3,184-23.4% | $4,951-50.7% | $2,596-6.0% |
| Participant deferral / active EE | $4,238 | $3,384+25.2% | $5,637-24.8% | $4,027+5.2% |
| Admin fee / account holder | $4,164 | $5,755-27.6% | $14,673-71.6% | $5,403-22.9% |