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 | $33,202 | $54,229-38.8% | $70,092-52.6% | $68,494-51.5% |
| Participation rate | 12.9% | 64.5%-51.6pp | 70.5%-57.6pp | 67.9%-55.0pp |
| Annual return | -27.35% | -13.87%-13.5pp | 190.73%-218.1pp | -7.84%-19.5pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,425 | $2,956-17.9% | $3,849-37.0% | $4,027-39.8% |
| Admin fee / account holder | $4,406 | $4,694-6.1% | $6,267-29.7% | $5,403-18.5% |