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 | $41,302 | $95,971-57.0% | $74,550-44.6% | $135,375-69.5% |
| Participation rate | 63.6% | 75.7%-12.0pp | 69.1%-5.5pp | 82.6%-19.0pp |
| Annual return | -10.55% | 56.96%-67.5pp | 32.53%-43.1pp | 519.73%-530.3pp |
| Employer contribution / active EE | $1,628 | $2,716-40.1% | $1,961-17.0% | $4,779-65.9% |
| Participant deferral / active EE | $2,831 | $3,843-26.3% | $3,108-8.9% | $5,609-49.5% |
| Admin fee / account holder | $363 | $6,522-94.4% | $5,060-92.8% | $10,827-96.7% |