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 | $27,928 | $138,065-79.8% | $123,544-77.4% | $135,375-79.4% |
| Participation rate | 54.5% | 84.7%-30.2pp | 82.3%-27.7pp | 82.6%-28.1pp |
| Annual return | -13.88% | 153.68%-167.6pp | 119.20%-133.1pp | 519.73%-533.6pp |
| Employer contribution / active EE | $1,222 | $5,151-76.3% | $4,628-73.6% | $4,779-74.4% |
| Participant deferral / active EE | $2,742 | $6,799-59.7% | $6,426-57.3% | $5,609-51.1% |
| Admin fee / account holder | $1,730 | $10,916-84.1% | $9,284-81.4% | $10,827-84.0% |