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 | $39,767 | $59,107-32.7% | $86,436-54.0% | $68,494-41.9% |
| Participation rate | 63.5% | 75.2%-11.8pp | 80.3%-16.9pp | 67.9%-4.4pp |
| Annual return | -21.43% | -0.23%-21.2pp | 4394.89%-4416.3pp | -7.84%-13.6pp |
| Employer contribution / active EE | $2,025 | $2,519-19.6% | $3,769-46.3% | $2,596-22.0% |
| Participant deferral / active EE | $3,793 | $5,901-35.7% | $6,952-45.4% | $4,027-5.8% |
| Admin fee / account holder | $1,006 | $5,637-82.2% | $6,731-85.1% | $5,403-81.4% |