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 | $41,852 | $64,707-35.3% | $112,228-62.7% | $68,494-38.9% |
| Participation rate | 35.9% | 67.2%-31.3pp | 75.1%-39.2pp | 67.9%-32.0pp |
| Annual return | -21.23% | -11.40%-9.8pp | 27.45%-48.7pp | -7.84%-13.4pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,842 | $3,565-48.3% | $4,728-61.0% | $4,027-54.3% |
| Admin fee / account holder | $1,672 | $5,232-68.0% | $6,410-73.9% | $5,403-69.1% |