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 | $26,121 | $72,404-63.9% | $110,238-76.3% | $64,186-59.3% |
| Participation rate | 46.4% | 73.3%-26.9pp | 79.8%-33.4pp | 69.6%-23.1pp |
| Annual return | -8.01% | -6.29%-1.7pp | 314.74%-322.7pp | 7.63%-15.6pp |
| Employer contribution / active EE | $834 | $2,282-63.5% | $3,826-78.2% | $2,381-65.0% |
| Participant deferral / active EE | $2,356 | $3,469-32.1% | $4,672-49.6% | $3,470-32.1% |
| Admin fee / account holder | $4,393 | $5,664-22.5% | $8,547-48.6% | $4,888-10.1% |