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 | $24,075 | $49,177-51.0% | $79,464-69.7% | $64,186-62.5% |
| Participation rate | 28.6% | 65.0%-36.5pp | 73.3%-44.8pp | 69.6%-41.0pp |
| Annual return | -11.83% | -1.16%-10.7pp | 718.14%-730.0pp | 7.63%-19.5pp |
| Employer contribution / active EE | $395 | $2,076-81.0% | $2,800-85.9% | $2,381-83.4% |
| Participant deferral / active EE | $1,454 | $2,821-48.4% | $3,704-60.7% | $3,470-58.1% |
| Admin fee / account holder | $3,075 | $3,839-19.9% | $5,113-39.9% | $4,888-37.1% |