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 | $68,700 | $105,860-35.1% | $90,749-24.3% | $134,475-48.9% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -20.87% | -11.01%-9.9pp | -12.16%-8.7pp | 417.96%-438.8pp |
| Employer contribution / active EE | $1,878 | $3,462-45.8% | $2,921-35.7% | $4,740-60.4% |
| Participant deferral / active EE | $3,189 | $5,216-38.9% | $4,564-30.1% | $6,400-50.2% |
| Admin fee / account holder | $1,114 | $13,938-92.0% | $8,445-86.8% | $11,426-90.2% |