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 | $37,686 | $78,705-52.1% | $117,854-68.0% | $70,131-46.3% |
| Participation rate | 45.1% | 73.2%-28.1pp | 79.7%-34.6pp | 69.5%-24.5pp |
| Annual return | -32.03% | 23.30%-55.3pp | 335.08%-367.1pp | 73.14%-105.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,806 | $3,297-45.2% | $4,482-59.7% | $3,332-45.8% |
| Admin fee / account holder | $742 | $5,065-85.4% | $8,020-90.8% | $4,645-84.0% |