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 | $22,495 | $49,177-54.3% | $79,464-71.7% | $64,186-65.0% |
| Participation rate | 56.0% | 65.0%-9.0pp | 73.3%-17.3pp | 69.6%-13.6pp |
| Annual return | -9.64% | -1.16%-8.5pp | 718.14%-727.8pp | 7.63%-17.3pp |
| Employer contribution / active EE | $969 | $2,076-53.3% | $2,800-65.4% | $2,381-59.3% |
| Participant deferral / active EE | $1,922 | $2,821-31.9% | $3,704-48.1% | $3,470-44.6% |
| Admin fee / account holder | $331 | $3,839-91.4% | $5,113-93.5% | $4,888-93.2% |