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 | $37,805 | $69,010-45.2% | $159,960-76.4% | $68,494-44.8% |
| Participation rate | 29.2% | 65.4%-36.2pp | 78.0%-48.7pp | 67.9%-38.7pp |
| Annual return | -19.54% | -9.65%-9.9pp | 408.60%-428.1pp | -7.84%-11.7pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,989 | $4,212-29.0% | $6,182-51.6% | $4,027-25.8% |
| Admin fee / account holder | $5,367 | $4,798+11.9% | $8,698-38.3% | $5,403-0.7% |