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 | $26,082 | $32,117-18.8% | $71,086-63.3% | $64,186-59.4% |
| Participation rate | 60.8% | 42.7%+18.1pp | 54.7%+6.1pp | 69.6%-8.8pp |
| Annual return | -10.39% | -5.57%-4.8pp | 650.59%-661.0pp | 7.63%-18.0pp |
| Employer contribution / active EE | $635 | $712-10.8% | $1,088-41.6% | $2,381-73.3% |
| Participant deferral / active EE | $686 | $1,263-45.7% | $1,874-63.4% | $3,470-80.2% |
| Admin fee / account holder | $10,032 | $2,759+263.6% | $3,082+225.4% | $4,888+105.2% |