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 | $32,676 | $82,664-60.5% | $125,339-73.9% | $68,494-52.3% |
| Participation rate | 63.5% | 75.0%-11.5pp | 82.4%-18.8pp | 67.9%-4.3pp |
| Annual return | -19.78% | -5.97%-13.8pp | 572.05%-591.8pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,081 | $3,381-68.0% | $4,814-77.5% | $2,596-58.3% |
| Participant deferral / active EE | $4,260 | $6,110-30.3% | $7,446-42.8% | $4,027+5.8% |
| Admin fee / account holder | $1,317 | $6,275-79.0% | $10,010-86.8% | $5,403-75.6% |