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 | $42,235 | $48,265-12.5% | $68,791-38.6% | $68,494-38.3% |
| Participation rate | 32.1% | 60.7%-28.5pp | 69.0%-36.9pp | 67.9%-35.7pp |
| Annual return | -20.63% | -12.71%-7.9pp | -6.38%-14.3pp | -7.84%-12.8pp |
| Employer contribution / active EE | $1,506 | $1,829-17.6% | $2,655-43.3% | $2,596-42.0% |
| Participant deferral / active EE | $3,524 | $2,867+22.9% | $3,941-10.6% | $4,027-12.5% |
| Admin fee / account holder | $3,555 | $4,355-18.4% | $4,932-27.9% | $5,403-34.2% |