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 | $17,211 | $49,177-65.0% | $79,464-78.3% | $64,186-73.2% |
| Participation rate | 65.5% | 65.0%+0.5pp | 73.3%-7.8pp | 69.6%-4.1pp |
| Annual return | -13.04% | -1.16%-11.9pp | 718.14%-731.2pp | 7.63%-20.7pp |
| Employer contribution / active EE | $1,350 | $2,076-35.0% | $2,800-51.8% | $2,381-43.3% |
| Participant deferral / active EE | $4,336 | $2,821+53.7% | $3,704+17.1% | $3,470+25.0% |
| Admin fee / account holder | $2,596 | $3,839-32.4% | $5,113-49.2% | $4,888-46.9% |