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 | $50,226 | $27,641+81.7% | $61,373-18.2% | $68,494-26.7% |
| Participation rate | 34.5% | 39.5%-5.0pp | 52.6%-18.1pp | 67.9%-33.4pp |
| Annual return | -40.39% | -13.24%-27.2pp | 338.61%-379.0pp | -7.84%-32.5pp |
| Employer contribution / active EE | $707 | $695+1.7% | $1,159-39.0% | $2,596-72.8% |
| Participant deferral / active EE | $1,134 | $1,263-10.3% | $2,125-46.7% | $4,027-71.9% |
| Admin fee / account holder | $3,879 | $2,010+93.0% | $2,130+82.2% | $5,403-28.2% |