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 | $27,383 | $56,484-51.5% | $169,463-83.8% | $64,186-57.3% |
| Participation rate | 58.1% | 64.5%-6.5pp | 77.8%-19.7pp | 69.6%-11.5pp |
| Annual return | -12.29% | -1.55%-10.7pp | 1.83%-14.1pp | 7.63%-19.9pp |
| Employer contribution / active EE | $445 | $1,832-75.7% | $4,159-89.3% | $2,381-81.3% |
| Participant deferral / active EE | $2,692 | $3,448-21.9% | $5,277-49.0% | $3,470-22.4% |
| Admin fee / account holder | $915 | $4,174-78.1% | $9,109-90.0% | $4,888-81.3% |