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 | $26,775 | $95,971-72.1% | $74,550-64.1% | $135,375-80.2% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -10.67% | 56.96%-67.6pp | 32.53%-43.2pp | 519.73%-530.4pp |
| Employer contribution / active EE | $1,249 | $2,716-54.0% | $1,961-36.3% | $4,779-73.9% |
| Participant deferral / active EE | $1,249 | $3,843-67.5% | $3,108-59.8% | $5,609-77.7% |
| Admin fee / account holder | $414 | $6,522-93.7% | $5,060-91.8% | $10,827-96.2% |