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 | $37,958 | $64,707-41.3% | $112,228-66.2% | $68,494-44.6% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -19.96% | -11.40%-8.6pp | 27.45%-47.4pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,370 | $2,746-50.1% | $3,635-62.3% | $2,596-47.2% |
| Participant deferral / active EE | $1,886 | $3,565-47.1% | $4,728-60.1% | $4,027-53.2% |
| Admin fee / account holder | $1,254 | $5,232-76.0% | $6,410-80.4% | $5,403-76.8% |