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 | $32,382 | $76,000-57.4% | $154,107-79.0% | $64,186-49.6% |
| Participation rate | 45.9% | 70.4%-24.5pp | 83.0%-37.1pp | 69.6%-23.6pp |
| Annual return | -8.28% | 30.32%-38.6pp | 735.12%-743.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $659 | $3,351-80.3% | $5,298-87.6% | $2,381-72.3% |
| Participant deferral / active EE | $2,855 | $3,175-10.1% | $5,081-43.8% | $3,470-17.7% |
| Admin fee / account holder | $930 | $5,596-83.4% | $13,411-93.1% | $4,888-81.0% |