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 | $13,336 | $49,177-72.9% | $79,464-83.2% | $64,186-79.2% |
| Participation rate | 44.4% | 65.0%-20.6pp | 73.3%-28.9pp | 69.6%-25.1pp |
| Annual return | -13.16% | -1.16%-12.0pp | 718.14%-731.3pp | 7.63%-20.8pp |
| Employer contribution / active EE | $725 | $2,076-65.1% | $2,800-74.1% | $2,381-69.5% |
| Participant deferral / active EE | $1,544 | $2,821-45.3% | $3,704-58.3% | $3,470-55.5% |
| Admin fee / account holder | $331 | $3,839-91.4% | $5,113-93.5% | $4,888-93.2% |