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 | $108,415 | $69,010+57.1% | $159,960-32.2% | $68,494+58.3% |
| Participation rate | 31.3% | 65.4%-34.2pp | 78.0%-46.7pp | 67.9%-36.6pp |
| Annual return | -23.49% | -9.65%-13.8pp | 408.60%-432.1pp | -7.84%-15.7pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,901 | $4,212-54.9% | $6,182-69.3% | $4,027-52.8% |
| Admin fee / account holder | $6,056 | $4,798+26.2% | $8,698-30.4% | $5,403+12.1% |