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 | $43,630 | $93,071-53.1% | $74,583-41.5% | $273,961-84.1% |
| Participation rate | 40.0% | 74.9%-34.9pp | 68.1%-28.1pp | 83.0%-43.0pp |
| Annual return | -5.07% | 26.18%-31.3pp | 20.47%-25.5pp | 41.45%-46.5pp |
| Employer contribution / active EE | $296 | $3,160-90.6% | $2,525-88.3% | $4,869-93.9% |
| Participant deferral / active EE | $1,502 | $4,160-63.9% | $3,458-56.6% | $5,287-71.6% |
| Admin fee / account holder | $904 | $5,272-82.8% | $4,138-78.1% | $10,132-91.1% |