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 | $28,337 | $138,065-79.5% | $123,544-77.1% | $135,375-79.1% |
| Participation rate | 27.8% | 84.7%-57.0pp | 82.3%-54.5pp | 82.6%-54.9pp |
| Annual return | -11.80% | 153.68%-165.5pp | 119.20%-131.0pp | 519.73%-531.5pp |
| Employer contribution / active EE | $953 | $5,151-81.5% | $4,628-79.4% | $4,779-80.1% |
| Participant deferral / active EE | $2,432 | $6,799-64.2% | $6,426-62.2% | $5,609-56.6% |
| Admin fee / account holder | $926 | $10,916-91.5% | $9,284-90.0% | $10,827-91.4% |