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 | $36,578 | $72,492-49.5% | $87,100-58.0% | $72,985-49.9% |
| Participation rate | 55.8% | 72.8%-17.0pp | 76.9%-21.1pp | 69.5%-13.7pp |
| Annual return | -0.88% | 24.46%-25.3pp | 28.19%-29.1pp | 81.00%-81.9pp |
| Employer contribution / active EE | $619 | $1,894-67.3% | $2,521-75.4% | $2,440-74.6% |
| Participant deferral / active EE | $1,867 | $3,270-42.9% | $4,049-53.9% | $3,607-48.3% |
| Admin fee / account holder | $4,567 | $5,055-9.6% | $7,497-39.1% | $5,124-10.9% |