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 | $77,094 | $54,350+41.8% | $82,719-6.8% | $68,494+12.6% |
| Participation rate | 33.3% | 63.9%-30.6pp | 72.6%-39.2pp | 67.9%-34.6pp |
| Annual return | -19.82% | -13.67%-6.1pp | 701.18%-721.0pp | -7.84%-12.0pp |
| Employer contribution / active EE | $858 | $2,218-61.3% | $3,009-71.5% | $2,596-67.0% |
| Participant deferral / active EE | $1,973 | $3,246-39.2% | $4,395-55.1% | $4,027-51.0% |
| Admin fee / account holder | $3,336 | $4,395-24.1% | $5,329-37.4% | $5,403-38.3% |