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 | $38,345 | $62,586-38.7% | $76,768-50.1% | $64,186-40.3% |
| Participation rate | 54.5% | 72.8%-18.3pp | 77.0%-22.4pp | 69.6%-15.0pp |
| Annual return | -7.81% | -1.95%-5.9pp | 2.43%-10.2pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,784 | $1,832-2.6% | $2,485-28.2% | $2,381-25.1% |
| Participant deferral / active EE | $4,288 | $3,145+36.4% | $3,852+11.3% | $3,470+23.6% |
| Admin fee / account holder | $12,788 | $4,667+174.0% | $6,675+91.6% | $4,888+161.6% |