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 | $64,451 | $71,883-10.3% | $86,677-25.6% | $68,494-5.9% |
| Participation rate | 46.3% | 72.2%-25.9pp | 76.6%-30.2pp | 67.9%-21.5pp |
| Annual return | -19.64% | 3.52%-23.2pp | 35.91%-55.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,868 | $3,779-50.6% | $4,656-59.9% | $4,027-53.6% |
| Admin fee / account holder | $8,746 | $6,112+43.1% | $7,493+16.7% | $5,403+61.9% |