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 | $67,489 | $82,664-18.4% | $125,339-46.2% | $68,494-1.5% |
| Participation rate | 55.7% | 75.0%-19.3pp | 82.4%-26.7pp | 67.9%-12.2pp |
| Annual return | -22.68% | -5.97%-16.7pp | 572.05%-594.7pp | -7.84%-14.8pp |
| Employer contribution / active EE | $1,787 | $3,381-47.1% | $4,814-62.9% | $2,596-31.2% |
| Participant deferral / active EE | $3,261 | $6,110-46.6% | $7,446-56.2% | $4,027-19.0% |
| Admin fee / account holder | $14,094 | $6,275+124.6% | $10,010+40.8% | $5,403+160.9% |