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 7-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 | $42,355 | $82,664-48.8% | $125,339-66.2% | $68,494-38.2% |
| Participation rate | 44.8% | 75.0%-30.2pp | 82.4%-37.5pp | 67.9%-23.1pp |
| Annual return | -19.57% | -5.97%-13.6pp | 572.05%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,313 | $3,381-61.2% | $4,814-72.7% | $2,596-49.4% |
| Participant deferral / active EE | $3,126 | $6,110-48.8% | $7,446-58.0% | $4,027-22.4% |
| Admin fee / account holder | $1,364 | $6,275-78.3% | $10,010-86.4% | $5,403-74.8% |