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 | $23,179 | $42,894-46.0% | $60,874-61.9% | $68,494-66.2% |
| Participation rate | 50.0% | 66.8%-16.8pp | 73.1%-23.1pp | 67.9%-17.9pp |
| Annual return | -20.96% | -13.98%-7.0pp | 16.90%-37.9pp | -7.84%-13.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,527 | $2,867+92.8% | $3,817+44.8% | $4,027+37.2% |
| Admin fee / account holder | $3,677 | $3,101+18.6% | $3,224+14.0% | $5,403-31.9% |