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 | $26,858 | $95,971-72.0% | $74,550-64.0% | $135,375-80.2% |
| Participation rate | 62.5% | 75.7%-13.2pp | 69.1%-6.6pp | 82.6%-20.1pp |
| Annual return | -9.93% | 56.96%-66.9pp | 32.53%-42.5pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,301 | $2,716-52.1% | $1,961-33.6% | $4,779-72.8% |
| Participant deferral / active EE | $3,148 | $3,843-18.1% | $3,108+1.3% | $5,609-43.9% |
| Admin fee / account holder | $5,329 | $6,522-18.3% | $5,060+5.3% | $10,827-50.8% |