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 | $67,616 | $133,958-49.5% | $112,228-39.8% | $134,475-49.7% |
| Participation rate | 35.7% | 78.6%-42.8pp | 75.1%-39.3pp | 81.2%-45.5pp |
| Annual return | -24.76% | 47.11%-71.9pp | 27.45%-52.2pp | 417.96%-442.7pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,728 | $5,291-67.3% | $4,728-63.4% | $6,400-73.0% |
| Admin fee / account holder | $3,356 | $7,489-55.2% | $6,410-47.6% | $11,426-70.6% |