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 | $34,073 | $62,586-45.6% | $76,768-55.6% | $64,186-46.9% |
| Participation rate | 68.4% | 72.8%-4.4pp | 77.0%-8.5pp | 69.6%-1.1pp |
| Annual return | -9.00% | -1.95%-7.1pp | 2.43%-11.4pp | 7.63%-16.6pp |
| Employer contribution / active EE | $758 | $1,832-58.6% | $2,485-69.5% | $2,381-68.2% |
| Participant deferral / active EE | $2,281 | $3,145-27.5% | $3,852-40.8% | $3,470-34.3% |
| Admin fee / account holder | $3,278 | $4,667-29.8% | $6,675-50.9% | $4,888-32.9% |