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 | $42,817 | $82,664-48.2% | $125,339-65.8% | $68,494-37.5% |
| Participation rate | 44.2% | 75.0%-30.8pp | 82.4%-38.1pp | 67.9%-23.7pp |
| Annual return | -21.68% | -5.97%-15.7pp | 572.05%-593.7pp | -7.84%-13.8pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,559 | $6,110-41.7% | $7,446-52.2% | $4,027-11.6% |
| Admin fee / account holder | $346 | $6,275-94.5% | $10,010-96.5% | $5,403-93.6% |