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 | $100,388 | $142,344-29.5% | $119,609-16.1% | $134,475-25.3% |
| Participation rate | 45.5% | 82.8%-37.4pp | 79.3%-33.8pp | 81.2%-35.8pp |
| Annual return | -23.06% | -12.44%-10.6pp | -14.97%-8.1pp | 417.96%-441.0pp |
| Employer contribution / active EE | $1,421 | $5,222-72.8% | $4,232-66.4% | $4,740-70.0% |
| Participant deferral / active EE | $3,837 | $6,469-40.7% | $5,602-31.5% | $6,400-40.0% |
| Admin fee / account holder | $1,967 | $13,584-85.5% | $10,323-80.9% | $11,426-82.8% |