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 | $33,680 | $49,280-31.7% | $67,313-50.0% | $64,186-47.5% |
| Participation rate | 29.3% | 60.8%-31.5pp | 69.1%-39.8pp | 69.6%-40.3pp |
| Annual return | -8.66% | -1.39%-7.3pp | -4.08%-4.6pp | 7.63%-16.3pp |
| Employer contribution / active EE | $421 | $1,668-74.8% | $2,566-83.6% | $2,381-82.3% |
| Participant deferral / active EE | $1,353 | $2,484-45.5% | $3,568-62.1% | $3,470-61.0% |
| Admin fee / account holder | $1,276 | $3,863-67.0% | $4,507-71.7% | $4,888-73.9% |