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 | $58,222 | $27,641+110.6% | $61,373-5.1% | $68,494-15.0% |
| Participation rate | 16.9% | 39.5%-22.5pp | 52.6%-35.6pp | 67.9%-50.9pp |
| Annual return | -21.53% | -13.24%-8.3pp | 338.61%-360.1pp | -7.84%-13.7pp |
| Employer contribution / active EE | $127 | $695-81.7% | $1,159-89.0% | $2,596-95.1% |
| Participant deferral / active EE | $597 | $1,263-52.7% | $2,125-71.9% | $4,027-85.2% |
| Admin fee / account holder | $1,821 | $2,010-9.4% | $2,130-14.5% | $5,403-66.3% |