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 | $43,566 | $81,900-46.8% | $119,609-63.6% | $68,494-36.4% |
| Participation rate | 34.4% | 71.9%-37.5pp | 79.3%-44.9pp | 67.9%-33.5pp |
| Annual return | -22.80% | -23.82%+1.0pp | -14.97%-7.8pp | -7.84%-15.0pp |
| Employer contribution / active EE | $2,249 | $2,693-16.5% | $4,232-46.9% | $2,596-13.4% |
| Participant deferral / active EE | $6,277 | $4,148+51.3% | $5,602+12.0% | $4,027+55.9% |
| Admin fee / account holder | $15,195 | $6,582+130.9% | $10,323+47.2% | $5,403+181.2% |