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 | $62,321 | $46,674+33.5% | $117,472-46.9% | $68,494-9.0% |
| Participation rate | 56.1% | 56.8%-0.7pp | 70.6%-14.5pp | 67.9%-11.8pp |
| Annual return | -22.61% | -14.52%-8.1pp | 29.74%-52.3pp | -7.84%-14.8pp |
| Employer contribution / active EE | $3,343 | $1,505+122.2% | $4,176-20.0% | $2,596+28.7% |
| Participant deferral / active EE | $6,976 | $2,636+164.6% | $4,070+71.4% | $4,027+73.2% |
| Admin fee / account holder | $13,925 | $4,020+246.4% | $5,645+146.7% | $5,403+157.7% |