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 | $56,043 | $42,383+32.2% | $76,523-26.8% | $64,186-12.7% |
| Participation rate | 48.7% | 58.1%-9.4pp | 68.0%-19.3pp | 69.6%-20.9pp |
| Annual return | -32.00% | -16.54%-15.5pp | -0.27%-31.7pp | 7.63%-39.6pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,519 | $2,566+37.1% | $3,835-8.3% | $3,470+1.4% |
| Admin fee / account holder | $726 | $3,198-77.3% | $4,848-85.0% | $4,888-85.2% |