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 | $22,342 | $32,117-30.4% | $71,086-68.6% | $64,186-65.2% |
| Participation rate | 46.3% | 42.7%+3.6pp | 54.7%-8.4pp | 69.6%-23.3pp |
| Annual return | -13.19% | -5.57%-7.6pp | 650.59%-663.8pp | 7.63%-20.8pp |
| Employer contribution / active EE | $2,868 | $712+302.7% | $1,088+163.7% | $2,381+20.5% |
| Participant deferral / active EE | $3,576 | $1,263+183.1% | $1,874+90.8% | $3,470+3.1% |
| Admin fee / account holder | $1,461 | $2,759-47.0% | $3,082-52.6% | $4,888-70.1% |