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 | $155,692 | $59,805+160.3% | $79,550+95.7% | $68,494+127.3% |
| Participation rate | 35.7% | 61.1%-25.4pp | 69.5%-33.8pp | 67.9%-32.2pp |
| Annual return | -29.24% | -12.30%-16.9pp | 0.16%-29.4pp | -7.84%-21.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,674 | $3,024-44.7% | $3,985-58.0% | $4,027-58.4% |
| Admin fee / account holder | $11,980 | $4,835+147.8% | $6,832+75.3% | $5,403+121.7% |