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 | $32,679 | $46,674-30.0% | $117,472-72.2% | $68,494-52.3% |
| Participation rate | 38.2% | 56.8%-18.5pp | 70.6%-32.4pp | 67.9%-29.7pp |
| Annual return | -20.16% | -14.52%-5.6pp | 29.74%-49.9pp | -7.84%-12.3pp |
| Employer contribution / active EE | $329 | $1,505-78.1% | $4,176-92.1% | $2,596-87.3% |
| Participant deferral / active EE | $1,616 | $2,636-38.7% | $4,070-60.3% | $4,027-59.9% |
| Admin fee / account holder | $988 | $4,020-75.4% | $5,645-82.5% | $5,403-81.7% |