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 | $20,998 | $44,873-53.2% | $79,464-73.6% | $56,287-62.7% |
| Participation rate | 59.0% | 68.7%-9.7pp | 73.3%-14.3pp | 69.9%-10.8pp |
| Annual return | -9.58% | 0.81%-10.4pp | 718.14%-727.7pp | -9.96%+0.4pp |
| Employer contribution / active EE | $1,761 | $2,140-17.7% | $2,800-37.1% | $2,111-16.6% |
| Participant deferral / active EE | $2,892 | $2,746+5.3% | $3,704-21.9% | $3,350-13.7% |
| Admin fee / account holder | $2,731 | $418+552.7% | $5,113-46.6% | $521+424.3% |