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 | $72,788 | $82,664-11.9% | $125,339-41.9% | $68,494+6.3% |
| Participation rate | 40.4% | 75.0%-34.6pp | 82.4%-41.9pp | 67.9%-27.5pp |
| Annual return | -24.01% | -5.97%-18.0pp | 572.05%-596.1pp | -7.84%-16.2pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,589 | $6,110-41.3% | $7,446-51.8% | $4,027-10.9% |
| Admin fee / account holder | $4,936 | $6,275-21.3% | $10,010-50.7% | $5,403-8.6% |