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 | $42,927 | $54,229-20.8% | $70,092-38.8% | $68,494-37.3% |
| Participation rate | 53.1% | 64.5%-11.4pp | 70.5%-17.4pp | 67.9%-14.8pp |
| Annual return | -19.46% | -13.87%-5.6pp | 190.73%-210.2pp | -7.84%-11.6pp |
| Employer contribution / active EE | $919 | $2,018-54.5% | $2,559-64.1% | $2,596-64.6% |
| Participant deferral / active EE | $1,916 | $2,956-35.2% | $3,849-50.2% | $4,027-52.4% |
| Admin fee / account holder | $1,623 | $4,694-65.4% | $6,267-74.1% | $5,403-70.0% |