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 | $61,816 | $27,641+123.6% | $61,373+0.7% | $68,494-9.7% |
| Participation rate | 32.0% | 39.5%-7.5pp | 52.6%-20.6pp | 67.9%-35.9pp |
| Annual return | -21.18% | -13.24%-7.9pp | 338.61%-359.8pp | -7.84%-13.3pp |
| Employer contribution / active EE | $1,106 | $695+59.0% | $1,159-4.6% | $2,596-57.4% |
| Participant deferral / active EE | $2,145 | $1,263+69.8% | $2,125+1.0% | $4,027-46.7% |
| Admin fee / account holder | $7,862 | $2,010+291.2% | $2,130+269.2% | $5,403+45.5% |