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 | $22,435 | $73,102-69.3% | $123,544-81.8% | $56,287-60.1% |
| Participation rate | 46.0% | 74.3%-28.3pp | 82.3%-36.3pp | 69.9%-23.8pp |
| Annual return | -10.44% | 3.01%-13.4pp | 119.20%-129.6pp | -9.96%-0.5pp |
| Employer contribution / active EE | $1,105 | $2,977-62.9% | $4,628-76.1% | $2,111-47.6% |
| Participant deferral / active EE | $2,528 | $5,423-53.4% | $6,426-60.7% | $3,350-24.5% |
| Admin fee / account holder | $1,550 | $554+179.9% | $9,284-83.3% | $521+197.5% |