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 | $51,470 | $95,862-46.3% | $79,550-35.3% | $134,475-61.7% |
| Participation rate | 57.9% | 75.0%-17.1pp | 69.5%-11.6pp | 81.2%-23.3pp |
| Annual return | -31.96% | -2.69%-29.3pp | 0.16%-32.1pp | 417.96%-449.9pp |
| Employer contribution / active EE | $1,599 | $3,128-48.9% | $2,413-33.7% | $4,740-66.3% |
| Participant deferral / active EE | $1,997 | $4,693-57.5% | $3,985-49.9% | $6,400-68.8% |
| Admin fee / account holder | $554 | $9,126-93.9% | $6,832-91.9% | $11,426-95.2% |