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 | $62,711 | $82,664-24.1% | $125,339-50.0% | $68,494-8.4% |
| Participation rate | 64.4% | 75.0%-10.6pp | 82.4%-17.9pp | 67.9%-3.4pp |
| Annual return | -20.53% | -5.97%-14.6pp | 572.05%-592.6pp | -7.84%-12.7pp |
| Employer contribution / active EE | $727 | $3,381-78.5% | $4,814-84.9% | $2,596-72.0% |
| Participant deferral / active EE | $5,099 | $6,110-16.5% | $7,446-31.5% | $4,027+26.6% |
| Admin fee / account holder | $2,570 | $6,275-59.0% | $10,010-74.3% | $5,403-52.4% |