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 | $16,567 | $46,674-64.5% | $117,472-85.9% | $68,494-75.8% |
| Participation rate | 61.0% | 56.8%+4.2pp | 70.6%-9.6pp | 67.9%-6.9pp |
| Annual return | -19.33% | -14.52%-4.8pp | 29.74%-49.1pp | -7.84%-11.5pp |
| Employer contribution / active EE | $982 | $1,505-34.7% | $4,176-76.5% | $2,596-62.2% |
| Participant deferral / active EE | $1,112 | $2,636-57.8% | $4,070-72.7% | $4,027-72.4% |
| Admin fee / account holder | $543 | $4,020-86.5% | $5,645-90.4% | $5,403-90.0% |