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 | $40,303 | $50,464-20.1% | $75,781-46.8% | $52,331-23.0% |
| Participation rate | 45.0% | 66.8%-21.8pp | 75.8%-30.8pp | 68.1%-23.1pp |
| Annual return | -4.04% | 1.03%-5.1pp | 9.68%-13.7pp | 4.54%-8.6pp |
| Employer contribution / active EE | $1,306 | $1,988-34.3% | $3,323-60.7% | $1,882-30.6% |
| Participant deferral / active EE | $1,969 | $2,570-23.4% | $3,651-46.1% | $3,022-34.9% |
| Admin fee / account holder | $11,806 | $1,103+970.5% | $5,299+122.8% | $592+1895.6% |