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 | $150,003 | $110,094+36.2% | $151,611-1.1% | $68,494+119.0% |
| Participation rate | 52.2% | 84.0%-31.8pp | 87.5%-35.3pp | 67.9%-15.7pp |
| Annual return | -20.24% | -10.12%-10.1pp | 3.33%-23.6pp | -7.84%-12.4pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,940 | $6,527-24.3% | $8,363-40.9% | $4,027+22.7% |
| Admin fee / account holder | $1,545 | $7,719-80.0% | $11,616-86.7% | $5,403-71.4% |