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 | $157,133 | $62,603+151.0% | $104,294+50.7% | $66,914+134.8% |
| Participation rate | 22.0% | 59.6%-37.6pp | 73.3%-51.3pp | 69.8%-47.8pp |
| Annual return | -21.98% | -14.70%-7.3pp | 24.61%-46.6pp | 1.58%-23.6pp |
| Employer contribution / active EE | $542 | $1,972-72.5% | $3,372-83.9% | $2,544-78.7% |
| Participant deferral / active EE | $1,472 | $2,853-48.4% | $4,625-68.2% | $4,237-65.3% |
| Admin fee / account holder | $3,342 | $656+409.7% | $7,339-54.5% | $593+463.3% |