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 | $57,941 | $82,664-29.9% | $125,339-53.8% | $68,494-15.4% |
| Participation rate | 35.5% | 75.0%-39.5pp | 82.4%-46.8pp | 67.9%-32.4pp |
| Annual return | -21.82% | -5.97%-15.9pp | 572.05%-593.9pp | -7.84%-14.0pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,782 | $6,110-54.5% | $7,446-62.6% | $4,027-30.9% |
| Admin fee / account holder | $7,674 | $6,275+22.3% | $10,010-23.3% | $5,403+42.0% |