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 | $18,112 | $57,354-68.4% | $83,848-78.4% | $64,186-71.8% |
| Participation rate | 63.6% | 68.6%-5.0pp | 76.1%-12.5pp | 69.6%-5.9pp |
| Annual return | -11.44% | 11.38%-22.8pp | 850.88%-862.3pp | 7.63%-19.1pp |
| Employer contribution / active EE | $1,634 | $2,545-35.8% | $3,631-55.0% | $2,381-31.4% |
| Participant deferral / active EE | $3,527 | $2,993+17.8% | $4,082-13.6% | $3,470+1.7% |
| Admin fee / account holder | $948 | $4,046-76.6% | $5,478-82.7% | $4,888-80.6% |