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 | $169,666 | $71,883+136.0% | $86,677+95.7% | $68,494+147.7% |
| Participation rate | 48.0% | 72.2%-24.2pp | 76.6%-28.6pp | 67.9%-19.9pp |
| Annual return | -24.91% | 3.52%-28.4pp | 35.91%-60.8pp | -7.84%-17.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,018 | $3,779+6.3% | $4,656-13.7% | $4,027-0.2% |
| Admin fee / account holder | $23,487 | $6,112+284.3% | $7,493+213.4% | $5,403+334.7% |