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 | $24,419 | $62,586-61.0% | $76,768-68.2% | $64,186-62.0% |
| Participation rate | 48.1% | 72.8%-24.7pp | 77.0%-28.8pp | 69.6%-21.4pp |
| Annual return | -9.70% | -1.95%-7.8pp | 2.43%-12.1pp | 7.63%-17.3pp |
| Employer contribution / active EE | $1,225 | $1,832-33.1% | $2,485-50.7% | $2,381-48.5% |
| Participant deferral / active EE | $2,631 | $3,145-16.3% | $3,852-31.7% | $3,470-24.2% |
| Admin fee / account holder | $368 | $4,667-92.1% | $6,675-94.5% | $4,888-92.5% |