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 | $41,244 | $81,900-49.6% | $119,609-65.5% | $68,494-39.8% |
| Participation rate | 58.6% | 71.9%-13.3pp | 79.3%-20.6pp | 67.9%-9.3pp |
| Annual return | -21.80% | -23.82%+2.0pp | -14.97%-6.8pp | -7.84%-14.0pp |
| Employer contribution / active EE | $1,531 | $2,693-43.2% | $4,232-63.8% | $2,596-41.0% |
| Participant deferral / active EE | $3,670 | $4,148-11.5% | $5,602-34.5% | $4,027-8.9% |
| Admin fee / account holder | $12,515 | $6,582+90.1% | $10,323+21.2% | $5,403+131.6% |