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 | $45,488 | $76,912-40.9% | $129,110-64.8% | $68,494-33.6% |
| Participation rate | 51.6% | 69.1%-17.5pp | 77.3%-25.6pp | 67.9%-16.3pp |
| Annual return | -19.82% | -9.78%-10.0pp | -10.94%-8.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,827 | $3,243-43.6% | $5,052-63.8% | $2,596-29.6% |
| Participant deferral / active EE | $3,138 | $4,732-33.7% | $6,542-52.0% | $4,027-22.1% |
| Admin fee / account holder | $3,100 | $6,638-53.3% | $14,302-78.3% | $5,403-42.6% |