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 | $24,455 | $67,331-63.7% | $60,874-59.8% | $134,475-81.8% |
| Participation rate | 58.3% | 76.2%-17.8pp | 73.1%-14.8pp | 81.2%-22.9pp |
| Annual return | -22.00% | 49.93%-71.9pp | 16.90%-38.9pp | 417.96%-440.0pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,823 | $4,538+6.3% | $3,817+26.4% | $6,400-24.6% |
| Admin fee / account holder | $2,151 | $4,582-53.1% | $3,224-33.3% | $11,426-81.2% |