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 | $38,905 | $27,641+40.8% | $61,373-36.6% | $68,494-43.2% |
| Participation rate | 29.4% | 39.5%-10.1pp | 52.6%-23.2pp | 67.9%-38.5pp |
| Annual return | -21.90% | -13.24%-8.7pp | 338.61%-360.5pp | -7.84%-14.1pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,660 | $1,263+31.4% | $2,125-21.9% | $4,027-58.8% |
| Admin fee / account holder | $912 | $2,010-54.6% | $2,130-57.2% | $5,403-83.1% |