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 | $88,135 | $64,707+36.2% | $112,228-21.5% | $68,494+28.7% |
| Participation rate | 32.3% | 67.2%-34.9pp | 75.1%-42.8pp | 67.9%-35.6pp |
| Annual return | -23.70% | -11.40%-12.3pp | 27.45%-51.1pp | -7.84%-15.9pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,923 | $3,565+10.0% | $4,728-17.0% | $4,027-2.6% |
| Admin fee / account holder | $687 | $5,232-86.9% | $6,410-89.3% | $5,403-87.3% |