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 | $52,626 | $82,664-36.3% | $125,339-58.0% | $68,494-23.2% |
| Participation rate | 51.6% | 75.0%-23.4pp | 82.4%-30.8pp | 67.9%-16.3pp |
| Annual return | -25.53% | -5.97%-19.6pp | 572.05%-597.6pp | -7.84%-17.7pp |
| Employer contribution / active EE | $2,287 | $3,381-32.4% | $4,814-52.5% | $2,596-11.9% |
| Participant deferral / active EE | $4,761 | $6,110-22.1% | $7,446-36.1% | $4,027+18.2% |
| Admin fee / account holder | $2,409 | $6,275-61.6% | $10,010-75.9% | $5,403-55.4% |