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 | $28,168 | $82,664-65.9% | $125,339-77.5% | $68,494-58.9% |
| Participation rate | 54.8% | 75.0%-20.2pp | 82.4%-27.5pp | 67.9%-13.0pp |
| Annual return | -21.56% | -5.97%-15.6pp | 572.05%-593.6pp | -7.84%-13.7pp |
| Employer contribution / active EE | $1,865 | $3,381-44.8% | $4,814-61.3% | $2,596-28.2% |
| Participant deferral / active EE | $3,090 | $6,110-49.4% | $7,446-58.5% | $4,027-23.3% |
| Admin fee / account holder | $3,818 | $6,275-39.2% | $10,010-61.9% | $5,403-29.3% |