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 | $13,213 | $76,000-82.6% | $154,107-91.4% | $64,186-79.4% |
| Participation rate | 40.3% | 70.4%-30.2pp | 83.0%-42.8pp | 69.6%-29.3pp |
| Annual return | -23.55% | 30.32%-53.9pp | 735.12%-758.7pp | 7.63%-31.2pp |
| Employer contribution / active EE | $558 | $3,351-83.4% | $5,298-89.5% | $2,381-76.6% |
| Participant deferral / active EE | $898 | $3,175-71.7% | $5,081-82.3% | $3,470-74.1% |
| Admin fee / account holder | $1,061 | $5,596-81.0% | $13,411-92.1% | $4,888-78.3% |