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 | $62,512 | $81,900-23.7% | $119,609-47.7% | $68,494-8.7% |
| Participation rate | 46.2% | 71.9%-25.7pp | 79.3%-33.1pp | 67.9%-21.7pp |
| Annual return | -28.50% | -23.82%-4.7pp | -14.97%-13.5pp | -7.84%-20.7pp |
| Employer contribution / active EE | $962 | $2,693-64.3% | $4,232-77.3% | $2,596-63.0% |
| Participant deferral / active EE | $3,349 | $4,148-19.3% | $5,602-40.2% | $4,027-16.8% |
| Admin fee / account holder | $1,278 | $6,582-80.6% | $10,323-87.6% | $5,403-76.3% |