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 | $58,469 | $91,190-35.9% | $178,490-67.2% | $79,858-26.8% |
| Participation rate | 16.7% | 69.2%-52.5pp | 81.9%-65.3pp | 69.6%-53.0pp |
| Annual return | -14.02% | 24.19%-38.2pp | 151.07%-165.1pp | 31.71%-45.7pp |
| Employer contribution / active EE | $399 | $3,256-87.8% | $5,011-92.0% | $2,471-83.9% |
| Participant deferral / active EE | $1,450 | $3,236-55.2% | $5,202-72.1% | $3,740-61.2% |
| Admin fee / account holder | $13,522 | $6,751+100.3% | $13,984-3.3% | $5,306+154.8% |