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 | $45,576 | $82,664-44.9% | $125,339-63.6% | $68,494-33.5% |
| Participation rate | 38.8% | 75.0%-36.3pp | 82.4%-43.6pp | 67.9%-29.1pp |
| Annual return | -23.68% | -5.97%-17.7pp | 572.05%-595.7pp | -7.84%-15.8pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,138 | $6,110-32.3% | $7,446-44.4% | $4,027+2.8% |
| Admin fee / account holder | $1,967 | $6,275-68.7% | $10,010-80.3% | $5,403-63.6% |