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 | $94,929 | $81,900+15.9% | $119,609-20.6% | $68,494+38.6% |
| Participation rate | 16.0% | 71.9%-55.9pp | 79.3%-63.3pp | 67.9%-51.9pp |
| Annual return | -22.06% | -23.82%+1.8pp | -14.97%-7.1pp | -7.84%-14.2pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,015 | $4,148-51.4% | $5,602-64.0% | $4,027-50.0% |
| Admin fee / account holder | $21,611 | $6,582+228.3% | $10,323+109.3% | $5,403+300.0% |