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 | $55,247 | $59,107-6.5% | $86,436-36.1% | $68,494-19.3% |
| Participation rate | 61.0% | 75.2%-14.3pp | 80.3%-19.3pp | 67.9%-6.9pp |
| Annual return | -21.93% | -0.23%-21.7pp | 4394.89%-4416.8pp | -7.84%-14.1pp |
| Employer contribution / active EE | $2,513 | $2,519-0.2% | $3,769-33.3% | $2,596-3.2% |
| Participant deferral / active EE | $4,583 | $5,901-22.3% | $6,952-34.1% | $4,027+13.8% |
| Admin fee / account holder | $19,882 | $5,637+252.7% | $6,731+195.4% | $5,403+268.0% |