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 | $27,355 | $82,664-66.9% | $125,339-78.2% | $68,494-60.1% |
| Participation rate | 57.8% | 75.0%-17.3pp | 82.4%-24.6pp | 67.9%-10.1pp |
| Annual return | -19.88% | -5.97%-13.9pp | 572.05%-591.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,769 | $3,381-47.7% | $4,814-63.2% | $2,596-31.9% |
| Participant deferral / active EE | $2,693 | $6,110-55.9% | $7,446-63.8% | $4,027-33.1% |
| Admin fee / account holder | $1,506 | $6,275-76.0% | $10,010-85.0% | $5,403-72.1% |