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 | $34,265 | $54,350-37.0% | $82,719-58.6% | $68,494-50.0% |
| Participation rate | 57.7% | 63.9%-6.2pp | 72.6%-14.9pp | 67.9%-10.2pp |
| Annual return | -19.96% | -13.67%-6.3pp | 701.18%-721.1pp | -7.84%-12.1pp |
| Employer contribution / active EE | $416 | $2,218-81.3% | $3,009-86.2% | $2,596-84.0% |
| Participant deferral / active EE | $1,912 | $3,246-41.1% | $4,395-56.5% | $4,027-52.5% |
| Admin fee / account holder | $640 | $4,395-85.4% | $5,329-88.0% | $5,403-88.2% |