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 | $65,302 | $110,094-40.7% | $151,611-56.9% | $68,494-4.7% |
| Participation rate | 61.3% | 84.0%-22.7pp | 87.5%-26.2pp | 67.9%-6.6pp |
| Annual return | -19.53% | -10.12%-9.4pp | 3.33%-22.9pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,436 | $4,471-67.9% | $6,166-76.7% | $2,596-44.7% |
| Participant deferral / active EE | $4,738 | $6,527-27.4% | $8,363-43.3% | $4,027+17.7% |
| Admin fee / account holder | $10,739 | $7,719+39.1% | $11,616-7.5% | $5,403+98.8% |