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 | $30,132 | $65,041-53.7% | $90,951-66.9% | $79,858-62.3% |
| Participation rate | 58.4% | 61.6%-3.2pp | 69.0%-10.6pp | 69.6%-11.2pp |
| Annual return | -0.86% | 30.45%-31.3pp | 134.60%-135.5pp | 31.71%-32.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,789 | $2,512+11.0% | $3,373-17.3% | $3,740-25.4% |
| Admin fee / account holder | $6,275 | $4,536+38.3% | $5,959+5.3% | $5,306+18.3% |