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 4-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 | $46,924 | $64,707-27.5% | $112,228-58.2% | $68,494-31.5% |
| Participation rate | 54.8% | 67.2%-12.3pp | 75.1%-20.2pp | 67.9%-13.0pp |
| Annual return | -42.78% | -11.40%-31.4pp | 27.45%-70.2pp | -7.84%-34.9pp |
| Employer contribution / active EE | $2,349 | $2,746-14.5% | $3,635-35.4% | $2,596-9.5% |
| Participant deferral / active EE | $5,570 | $3,565+56.3% | $4,728+17.8% | $4,027+38.3% |
| Admin fee / account holder | $17,019 | $5,232+225.3% | $6,410+165.5% | $5,403+215.0% |