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 | $34,261 | $49,280-30.5% | $67,313-49.1% | $64,186-46.6% |
| Participation rate | 56.9% | 60.8%-3.8pp | 69.1%-12.1pp | 69.6%-12.6pp |
| Annual return | -8.37% | -1.39%-7.0pp | -4.08%-4.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $807 | $1,668-51.7% | $2,566-68.6% | $2,381-66.1% |
| Participant deferral / active EE | $1,534 | $2,484-38.3% | $3,568-57.0% | $3,470-55.8% |
| Admin fee / account holder | $1,009 | $3,863-73.9% | $4,507-77.6% | $4,888-79.3% |