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 | $49,731 | $69,010-27.9% | $159,960-68.9% | $68,494-27.4% |
| Participation rate | 48.9% | 65.4%-16.5pp | 78.0%-29.0pp | 67.9%-19.0pp |
| Annual return | -24.55% | -9.65%-14.9pp | 408.60%-433.1pp | -7.84%-16.7pp |
| Employer contribution / active EE | $1,360 | $2,213-38.6% | $4,226-67.8% | $2,596-47.6% |
| Participant deferral / active EE | $2,323 | $4,212-44.8% | $6,182-62.4% | $4,027-42.3% |
| Admin fee / account holder | $1,159 | $4,798-75.9% | $8,698-86.7% | $5,403-78.6% |