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 | $29,392 | $73,867-60.2% | $143,757-79.6% | $68,494-57.1% |
| Participation rate | 22.2% | 66.7%-44.4pp | 80.3%-58.1pp | 67.9%-45.7pp |
| Annual return | -21.32% | 1.01%-22.3pp | -0.04%-21.3pp | -7.84%-13.5pp |
| Employer contribution / active EE | $529 | $3,184-83.4% | $4,951-89.3% | $2,596-79.6% |
| Participant deferral / active EE | $1,819 | $3,384-46.2% | $5,637-67.7% | $4,027-54.8% |
| Admin fee / account holder | $2,321 | $5,755-59.7% | $14,673-84.2% | $5,403-57.0% |