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 | $26,536 | $107,934-75.4% | $91,989-71.2% | $152,861-82.6% |
| Participation rate | 44.4% | 81.2%-36.7pp | 78.6%-34.2pp | 82.4%-38.0pp |
| Annual return | -26.59% | 89.24%-115.8pp | 69.02%-95.6pp | 345.32%-371.9pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,543 | $6,364-44.3% | $5,923-40.2% | $5,850-39.4% |
| Admin fee / account holder | $826 | $10,520-92.1% | $7,743-89.3% | $11,596-92.9% |