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 | $29,804 | $45,863-35.0% | $77,024-61.3% | $68,494-56.5% |
| Participation rate | 46.4% | 55.9%-9.5pp | 67.9%-21.5pp | 67.9%-21.5pp |
| Annual return | -23.13% | 1.72%-24.8pp | 42.32%-65.4pp | -7.84%-15.3pp |
| Employer contribution / active EE | $920 | $1,650-44.2% | $2,812-67.3% | $2,596-64.6% |
| Participant deferral / active EE | $2,141 | $2,962-27.7% | $4,426-51.6% | $4,027-46.8% |
| Admin fee / account holder | $363 | $3,041-88.1% | $5,425-93.3% | $5,403-93.3% |