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 | $27,449 | $118,849-76.9% | $96,562-71.6% | $167,490-83.6% |
| Participation rate | 60.9% | 75.5%-14.6pp | 69.8%-8.9pp | 82.1%-21.2pp |
| Annual return | -0.30% | 50.49%-50.8pp | 37.78%-38.1pp | 478.56%-478.9pp |
| Employer contribution / active EE | $1,431 | $3,120-54.1% | $2,356-39.3% | $4,837-70.4% |
| Participant deferral / active EE | $3,331 | $4,616-27.8% | $3,849-13.5% | $6,341-47.5% |
| Admin fee / account holder | $1,084 | $8,065-86.6% | $6,181-82.5% | $12,309-91.2% |