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 | $18,854 | $45,566-58.6% | $64,105-70.6% | $59,632-68.4% |
| Participation rate | 48.1% | 60.2%-12.0pp | 68.2%-20.0pp | 68.7%-20.5pp |
| Annual return | -5.02% | 4.95%-10.0pp | 791.24%-796.3pp | 2041.28%-2046.3pp |
| Employer contribution / active EE | $1,278 | $934+36.8% | $1,820-29.8% | $2,203-42.0% |
| Participant deferral / active EE | $2,341 | $2,057+13.8% | $2,822-17.0% | $3,192-26.6% |
| Admin fee / account holder | $520 | $3,268-84.1% | $4,499-88.4% | $4,297-87.9% |