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 | $28,157 | $52,519-46.4% | $155,790-81.9% | $59,632-52.8% |
| Participation rate | 30.0% | 61.7%-31.7pp | 76.1%-46.1pp | 68.7%-38.7pp |
| Annual return | -4.74% | 53.51%-58.2pp | 71.54%-76.3pp | 2041.28%-2046.0pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,128 | $3,084-63.4% | $4,797-76.5% | $3,192-64.7% |
| Admin fee / account holder | $1,007 | $3,540-71.5% | $7,478-86.5% | $4,297-76.6% |