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 | $42,559 | $117,381-63.7% | $99,443-57.2% | $152,861-72.2% |
| Participation rate | 41.7% | 77.5%-35.9pp | 73.8%-32.2pp | 82.4%-40.8pp |
| Annual return | -0.21% | 31.87%-32.1pp | 30.72%-30.9pp | 345.32%-345.5pp |
| Employer contribution / active EE | $440 | $3,013-85.4% | $2,540-82.7% | $4,762-90.8% |
| Participant deferral / active EE | $724 | $4,086-82.3% | $3,619-80.0% | $5,850-87.6% |
| Admin fee / account holder | $4,479 | $7,631-41.3% | $6,250-28.3% | $11,596-61.4% |