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 | $64,155 | $73,867-13.1% | $143,757-55.4% | $68,494-6.3% |
| Participation rate | 15.4% | 66.7%-51.3pp | 80.3%-64.9pp | 67.9%-52.5pp |
| Annual return | -19.55% | 1.01%-20.6pp | -0.04%-19.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $637 | $3,184-80.0% | $4,951-87.1% | $2,596-75.5% |
| Participant deferral / active EE | $1,066 | $3,384-68.5% | $5,637-81.1% | $4,027-73.5% |
| Admin fee / account holder | $1,264 | $5,755-78.0% | $14,673-91.4% | $5,403-76.6% |