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 | $20,341 | $76,000-73.2% | $154,107-86.8% | $64,186-68.3% |
| Participation rate | 40.5% | 70.4%-29.9pp | 83.0%-42.5pp | 69.6%-29.0pp |
| Annual return | -9.63% | 30.32%-39.9pp | 735.12%-744.7pp | 7.63%-17.3pp |
| Employer contribution / active EE | $935 | $3,351-72.1% | $5,298-82.3% | $2,381-60.7% |
| Participant deferral / active EE | $1,828 | $3,175-42.4% | $5,081-64.0% | $3,470-47.3% |
| Admin fee / account holder | $1,926 | $5,596-65.6% | $13,411-85.6% | $4,888-60.6% |