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 | $55,198 | $69,518-20.6% | $59,878-7.8% | $135,375-59.2% |
| Participation rate | 52.2% | 77.8%-25.7pp | 74.7%-22.5pp | 82.6%-30.5pp |
| Annual return | -9.86% | 7.94%-17.8pp | 3.46%-13.3pp | 519.73%-529.6pp |
| Employer contribution / active EE | $909 | $3,235-71.9% | $2,722-66.6% | $4,779-81.0% |
| Participant deferral / active EE | $1,799 | $4,206-57.2% | $3,402-47.1% | $5,609-67.9% |
| Admin fee / account holder | $470 | $5,734-91.8% | $3,590-86.9% | $10,827-95.7% |