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 | $170,194 | $46,674+264.6% | $117,472+44.9% | $68,494+148.5% |
| Participation rate | 42.3% | 56.8%-14.5pp | 70.6%-28.3pp | 67.9%-25.6pp |
| Annual return | -22.81% | -14.52%-8.3pp | 29.74%-52.5pp | -7.84%-15.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,159 | $2,636+57.8% | $4,070+2.2% | $4,027+3.3% |
| Admin fee / account holder | $790 | $4,020-80.4% | $5,645-86.0% | $5,403-85.4% |