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 | $67,400 | $57,354+17.5% | $83,848-19.6% | $64,186+5.0% |
| Participation rate | 53.8% | 68.6%-14.8pp | 76.1%-22.3pp | 69.6%-15.7pp |
| Annual return | -11.14% | 11.38%-22.5pp | 850.88%-862.0pp | 7.63%-18.8pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,222 | $2,993+7.6% | $4,082-21.1% | $3,470-7.1% |
| Admin fee / account holder | $3,477 | $4,046-14.1% | $5,478-36.5% | $4,888-28.9% |