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 | $29,222 | $102,616-71.5% | $81,983-64.4% | $158,922-81.6% |
| Participation rate | 30.8% | 75.5%-44.8pp | 69.2%-38.5pp | 82.0%-51.2pp |
| Annual return | -15.76% | 61.04%-76.8pp | 41.31%-57.1pp | 302.83%-318.6pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,860 | $4,648-60.0% | $3,722-50.0% | $5,982-68.9% |
| Admin fee / account holder | $1,245 | $8,235-84.9% | $5,664-78.0% | $11,246-88.9% |