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 | $25,829 | $65,061-60.3% | $143,757-82.0% | $66,914-61.4% |
| Participation rate | 53.8% | 65.2%-11.3pp | 80.3%-26.5pp | 69.8%-16.0pp |
| Annual return | -18.85% | -11.14%-7.7pp | -0.04%-18.8pp | 1.58%-20.4pp |
| Employer contribution / active EE | $1,517 | $2,361-35.7% | $4,951-69.4% | $2,544-40.4% |
| Participant deferral / active EE | $3,656 | $2,919+25.3% | $5,637-35.1% | $4,237-13.7% |
| Admin fee / account holder | $862 | $502+71.7% | $14,673-94.1% | $593+45.3% |