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 | $48,518 | $91,538-47.0% | $129,995-62.7% | $75,163-35.4% |
| Participation rate | 61.3% | 71.4%-10.1pp | 78.5%-17.2pp | 67.2%-5.9pp |
| Annual return | -0.37% | -631.11%+630.7pp | -137.18%+136.8pp | 160.62%-161.0pp |
| Employer contribution / active EE | $1,361 | $2,845-52.2% | $4,320-68.5% | $2,670-49.0% |
| Participant deferral / active EE | $2,397 | $4,341-44.8% | $5,820-58.8% | $4,125-41.9% |
| Admin fee / account holder | $13,751 | $6,790+102.5% | $10,614+29.6% | $5,651+143.3% |