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 | $67,312 | $73,867-8.9% | $143,757-53.2% | $68,494-1.7% |
| Participation rate | 64.0% | 66.7%-2.7pp | 80.3%-16.3pp | 67.9%-3.9pp |
| Annual return | -19.44% | 1.01%-20.5pp | -0.04%-19.4pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,869 | $3,184-41.3% | $4,951-62.3% | $2,596-28.0% |
| Participant deferral / active EE | $3,738 | $3,384+10.4% | $5,637-33.7% | $4,027-7.2% |
| Admin fee / account holder | $15,415 | $5,755+167.9% | $14,673+5.1% | $5,403+185.3% |