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 | $34,676 | $54,350-36.2% | $82,719-58.1% | $68,494-49.4% |
| Participation rate | 47.9% | 63.9%-16.0pp | 72.6%-24.6pp | 67.9%-20.0pp |
| Annual return | -21.10% | -13.67%-7.4pp | 701.18%-722.3pp | -7.84%-13.3pp |
| Employer contribution / active EE | $345 | $2,218-84.5% | $3,009-88.5% | $2,596-86.7% |
| Participant deferral / active EE | $1,966 | $3,246-39.4% | $4,395-55.3% | $4,027-51.2% |
| Admin fee / account holder | $1,475 | $4,395-66.5% | $5,329-72.3% | $5,403-72.7% |