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 | $40,750 | $50,958-20.0% | $74,550-45.3% | $64,186-36.5% |
| Participation rate | 0.0% | 61.1%-61.1pp | 69.1%-69.1pp | 69.6%-69.6pp |
| Annual return | -75.00% | -1.86%-73.1pp | 32.53%-107.5pp | 7.63%-82.6pp |
| Employer contribution / active EE | $2,096 | $1,115+87.9% | $1,961+6.9% | $2,381-12.0% |
| Participant deferral / active EE | $7,990 | $2,301+247.2% | $3,108+157.1% | $3,470+130.3% |
| Admin fee / account holder | $4,526 | $4,223+7.2% | $5,060-10.5% | $4,888-7.4% |