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 | $39,805 | $54,350-26.8% | $82,719-51.9% | $68,494-41.9% |
| Participation rate | 40.7% | 63.9%-23.2pp | 72.6%-31.8pp | 67.9%-27.1pp |
| Annual return | -23.51% | -13.67%-9.8pp | 701.18%-724.7pp | -7.84%-15.7pp |
| Employer contribution / active EE | $317 | $2,218-85.7% | $3,009-89.4% | $2,596-87.8% |
| Participant deferral / active EE | $1,321 | $3,246-59.3% | $4,395-70.0% | $4,027-67.2% |
| Admin fee / account holder | $5,363 | $4,395+22.0% | $5,329+0.6% | $5,403-0.7% |