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 | $62,218 | $76,000-18.1% | $154,107-59.6% | $64,186-3.1% |
| Participation rate | 55.6% | 70.4%-14.9pp | 83.0%-27.5pp | 69.6%-14.0pp |
| Annual return | -8.75% | 30.32%-39.1pp | 735.12%-743.9pp | 7.63%-16.4pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,395 | $3,175-24.6% | $5,081-52.9% | $3,470-31.0% |
| Admin fee / account holder | $7,724 | $5,596+38.0% | $13,411-42.4% | $4,888+58.0% |