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 | $20,912 | $158,817-86.8% | $121,196-82.7% | $135,375-84.6% |
| Participation rate | 28.6% | 79.3%-50.7pp | 71.7%-43.2pp | 82.6%-54.1pp |
| Annual return | -10.31% | -0.64%-9.7pp | 16.93%-27.2pp | 519.73%-530.0pp |
| Employer contribution / active EE | $496 | $5,665-91.2% | $4,022-87.7% | $4,779-89.6% |
| Participant deferral / active EE | $2,208 | $4,005-44.9% | $3,344-34.0% | $5,609-60.6% |
| Admin fee / account holder | $1,371 | $6,512-78.9% | $5,019-72.7% | $10,827-87.3% |