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 | $21,033 | $30,732-31.6% | $59,496-64.6% | $59,632-64.7% |
| Participation rate | 23.1% | 43.2%-20.1pp | 54.6%-31.5pp | 68.7%-45.6pp |
| Annual return | -5.12% | 4.47%-9.6pp | 182.05%-187.2pp | 2041.28%-2046.4pp |
| Employer contribution / active EE | $368 | $631-41.6% | $1,153-68.1% | $2,203-83.3% |
| Participant deferral / active EE | $662 | $1,183-44.0% | $1,829-63.8% | $3,192-79.3% |
| Admin fee / account holder | $414 | $2,136-80.6% | $2,232-81.5% | $4,297-90.4% |