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 | $61,614 | $110,094-44.0% | $151,611-59.4% | $68,494-10.0% |
| Participation rate | 65.9% | 84.0%-18.1pp | 87.5%-21.6pp | 67.9%-2.0pp |
| Annual return | -19.76% | -10.12%-9.6pp | 3.33%-23.1pp | -7.84%-11.9pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,257 | $6,527+57.1% | $8,363+22.6% | $4,027+154.7% |
| Admin fee / account holder | $4,589 | $7,719-40.5% | $11,616-60.5% | $5,403-15.1% |