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 | $41,380 | $82,664-49.9% | $125,339-67.0% | $68,494-39.6% |
| Participation rate | 69.1% | 75.0%-5.9pp | 82.4%-13.2pp | 67.9%+1.2pp |
| Annual return | -21.11% | -5.97%-15.1pp | 572.05%-593.2pp | -7.84%-13.3pp |
| Employer contribution / active EE | $3,619 | $3,381+7.0% | $4,814-24.8% | $2,596+39.4% |
| Participant deferral / active EE | $7,617 | $6,110+24.7% | $7,446+2.3% | $4,027+89.1% |
| Admin fee / account holder | $4,942 | $6,275-21.3% | $10,010-50.6% | $5,403-8.5% |