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 | $67,809 | $82,664-18.0% | $125,339-45.9% | $68,494-1.0% |
| Participation rate | 64.1% | 75.0%-11.0pp | 82.4%-18.3pp | 67.9%-3.8pp |
| Annual return | -23.21% | -5.97%-17.2pp | 572.05%-595.3pp | -7.84%-15.4pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,385 | $6,110-28.2% | $7,446-41.1% | $4,027+8.9% |
| Admin fee / account holder | $2,225 | $6,275-64.5% | $10,010-77.8% | $5,403-58.8% |