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 | $34,378 | $95,862-64.1% | $79,550-56.8% | $134,475-74.4% |
| Participation rate | 61.9% | 75.0%-13.1pp | 69.5%-7.6pp | 81.2%-19.3pp |
| Annual return | -20.92% | -2.69%-18.2pp | 0.16%-21.1pp | 417.96%-438.9pp |
| Employer contribution / active EE | $2,001 | $3,128-36.0% | $2,413-17.1% | $4,740-57.8% |
| Participant deferral / active EE | $3,716 | $4,693-20.8% | $3,985-6.8% | $6,400-41.9% |
| Admin fee / account holder | $3,052 | $9,126-66.6% | $6,832-55.3% | $11,426-73.3% |