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 | $37,828 | $76,000-50.2% | $154,107-75.5% | $64,186-41.1% |
| Participation rate | 56.1% | 70.4%-14.3pp | 83.0%-26.9pp | 69.6%-13.4pp |
| Annual return | -8.57% | 30.32%-38.9pp | 735.12%-743.7pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,419 | $3,351-57.6% | $5,298-73.2% | $2,381-40.4% |
| Participant deferral / active EE | $2,852 | $3,175-10.2% | $5,081-43.9% | $3,470-17.8% |
| Admin fee / account holder | $3,625 | $5,596-35.2% | $13,411-73.0% | $4,888-25.8% |