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 | $18,939 | $107,015-82.3% | $73,545-74.2% | $147,584-87.2% |
| Participation rate | 41.7% | 66.4%-24.7pp | 54.9%-13.3pp | 82.8%-41.2pp |
| Annual return | -27.01% | 38.25%-65.3pp | -15.16%-11.8pp | 578.55%-605.6pp |
| Employer contribution / active EE | $311 | $1,760-82.3% | $1,219-74.5% | $4,876-93.6% |
| Participant deferral / active EE | $1,784 | $2,462-27.5% | $1,806-1.2% | $5,439-67.2% |
| Admin fee / account holder | $420 | $3,055-86.2% | $2,320-81.9% | $10,885-96.1% |