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 | $39,375 | $211,958-81.4% | $169,463-76.8% | $135,375-70.9% |
| Participation rate | 52.6% | 82.6%-30.0pp | 77.8%-25.2pp | 82.6%-30.0pp |
| Annual return | -9.49% | 3.26%-12.8pp | 1.83%-11.3pp | 519.73%-529.2pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,586 | $6,075-73.9% | $5,277-70.0% | $5,609-71.7% |
| Admin fee / account holder | $732 | $11,471-93.6% | $9,109-92.0% | $10,827-93.2% |