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 | $78,030 | $53,162+46.8% | $91,220-14.5% | $68,494+13.9% |
| Participation rate | 55.9% | 63.2%-7.3pp | 73.2%-17.3pp | 67.9%-12.0pp |
| Annual return | -21.55% | -3.14%-18.4pp | 114.01%-135.6pp | -7.84%-13.7pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,601 | $2,974-46.2% | $4,234-62.2% | $4,027-60.3% |
| Admin fee / account holder | $9,223 | $4,493+105.3% | $5,420+70.2% | $5,403+70.7% |