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 | $45,865 | $54,762-16.2% | $90,281-49.2% | $72,985-37.2% |
| Participation rate | 56.4% | 65.1%-8.8pp | 73.3%-16.9pp | 69.5%-13.1pp |
| Annual return | -28.34% | 30.63%-59.0pp | 78.10%-106.4pp | 81.00%-109.3pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,100 | $2,887+42.0% | $3,885+5.5% | $3,607+13.6% |
| Admin fee / account holder | $3,088 | $3,972-22.3% | $5,351-42.3% | $5,124-39.7% |