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 | $51,541 | $64,119-19.6% | $112,228-54.1% | $66,914-23.0% |
| Participation rate | 20.4% | 68.5%-48.1pp | 75.1%-54.7pp | 69.8%-49.4pp |
| Annual return | -20.28% | -13.81%-6.5pp | 27.45%-47.7pp | 1.58%-21.9pp |
| Employer contribution / active EE | $1,001 | $3,005-66.7% | $3,635-72.5% | $2,544-60.6% |
| Participant deferral / active EE | $1,884 | $3,693-49.0% | $4,728-60.1% | $4,237-55.5% |
| Admin fee / account holder | $3,778 | $625+504.2% | $6,410-41.1% | $593+536.8% |