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 | $21,506 | $49,177-56.3% | $79,464-72.9% | $64,186-66.5% |
| Participation rate | 50.9% | 65.0%-14.1pp | 73.3%-22.4pp | 69.6%-18.7pp |
| Annual return | -10.59% | -1.16%-9.4pp | 718.14%-728.7pp | 7.63%-18.2pp |
| Employer contribution / active EE | $4,753 | $2,076+128.9% | $2,800+69.7% | $2,381+99.6% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $882 | $3,839-77.0% | $5,113-82.7% | $4,888-81.9% |