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 | $47,545 | $48,265-1.5% | $68,791-30.9% | $68,494-30.6% |
| Participation rate | 45.5% | 60.7%-15.2pp | 69.0%-23.6pp | 67.9%-22.4pp |
| Annual return | -24.46% | -12.71%-11.8pp | -6.38%-18.1pp | -7.84%-16.6pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,140 | $2,867-25.3% | $3,941-45.7% | $4,027-46.9% |
| Admin fee / account holder | $1,977 | $4,355-54.6% | $4,932-59.9% | $5,403-63.4% |