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 | $62,590 | $86,699-27.8% | $73,307-14.6% | $125,391-50.1% |
| Participation rate | 18.8% | 78.6%-59.9pp | 74.9%-56.2pp | 83.2%-64.4pp |
| Annual return | -5.39% | 2.78%-8.2pp | 5.67%-11.1pp | 282.22%-287.6pp |
| Employer contribution / active EE | $1,515 | $4,152-63.5% | $3,237-53.2% | $4,866-68.9% |
| Participant deferral / active EE | $1,912 | $5,550-65.5% | $4,991-61.7% | $5,352-64.3% |
| Admin fee / account holder | $301 | $7,771-96.1% | $5,637-94.7% | $9,540-96.8% |