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 | $24,114 | $60,124-59.9% | $90,404-73.3% | $79,858-69.8% |
| Participation rate | 53.1% | 65.0%-11.9pp | 72.7%-19.6pp | 69.6%-16.5pp |
| Annual return | -6.47% | 71.94%-78.4pp | 1293.02%-1299.5pp | 31.71%-38.2pp |
| Employer contribution / active EE | $504 | $2,068-75.6% | $3,262-84.5% | $2,471-79.6% |
| Participant deferral / active EE | $4,028 | $2,938+37.1% | $3,963+1.6% | $3,740+7.7% |
| Admin fee / account holder | $5,572 | $3,976+40.1% | $5,611-0.7% | $5,306+5.0% |