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 9-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 | $18,952 | $82,664-77.1% | $125,339-84.9% | $68,494-72.3% |
| Participation rate | 65.4% | 75.0%-9.7pp | 82.4%-17.0pp | 67.9%-2.5pp |
| Annual return | -22.56% | -5.97%-16.6pp | 572.05%-594.6pp | -7.84%-14.7pp |
| Employer contribution / active EE | $2,598 | $3,381-23.2% | $4,814-46.0% | $2,596+0.1% |
| Participant deferral / active EE | $3,958 | $6,110-35.2% | $7,446-46.8% | $4,027-1.7% |
| Admin fee / account holder | $1,559 | $6,275-75.2% | $10,010-84.4% | $5,403-71.1% |