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 | $37,105 | $82,664-55.1% | $125,339-70.4% | $68,494-45.8% |
| Participation rate | 53.7% | 75.0%-21.4pp | 82.4%-28.7pp | 67.9%-14.2pp |
| Annual return | -20.21% | -5.97%-14.2pp | 572.05%-592.3pp | -7.84%-12.4pp |
| Employer contribution / active EE | $2,097 | $3,381-38.0% | $4,814-56.4% | $2,596-19.2% |
| Participant deferral / active EE | $4,096 | $6,110-33.0% | $7,446-45.0% | $4,027+1.7% |
| Admin fee / account holder | $1,683 | $6,275-73.2% | $10,010-83.2% | $5,403-68.8% |