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 | $58,169 | $69,010-15.7% | $159,960-63.6% | $68,494-15.1% |
| Participation rate | 24.4% | 65.4%-41.0pp | 78.0%-53.6pp | 67.9%-43.5pp |
| Annual return | -20.90% | -9.65%-11.3pp | 408.60%-429.5pp | -7.84%-13.1pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,403 | $4,212-66.7% | $6,182-77.3% | $4,027-65.2% |
| Admin fee / account holder | $4,744 | $4,798-1.1% | $8,698-45.5% | $5,403-12.2% |