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 | $41,820 | $59,159-29.3% | $159,960-73.9% | $66,914-37.5% |
| Participation rate | 37.7% | 68.1%-30.4pp | 78.0%-40.2pp | 69.8%-32.1pp |
| Annual return | -18.79% | -12.26%-6.5pp | 408.60%-427.4pp | 1.58%-20.4pp |
| Employer contribution / active EE | $941 | $1,983-52.5% | $4,226-77.7% | $2,544-63.0% |
| Participant deferral / active EE | $1,901 | $4,395-56.8% | $6,182-69.3% | $4,237-55.1% |
| Admin fee / account holder | $1,467 | $591+148.2% | $8,698-83.1% | $593+147.2% |