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 | $40,429 | $91,190-55.7% | $178,490-77.3% | $79,858-49.4% |
| Participation rate | 58.6% | 69.2%-10.6pp | 81.9%-23.3pp | 69.6%-11.0pp |
| Annual return | -6.02% | 24.19%-30.2pp | 151.07%-157.1pp | 31.71%-37.7pp |
| Employer contribution / active EE | $1,370 | $3,256-57.9% | $5,011-72.6% | $2,471-44.5% |
| Participant deferral / active EE | $3,234 | $3,236-0.1% | $5,202-37.8% | $3,740-13.5% |
| Admin fee / account holder | $12,691 | $6,751+88.0% | $13,984-9.2% | $5,306+139.2% |