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 | $13,110 | $64,307-79.6% | $57,343-77.1% | $125,391-89.5% |
| Participation rate | 47.8% | 78.6%-30.8pp | 75.1%-27.3pp | 83.2%-35.4pp |
| Annual return | -5.43% | 25.12%-30.6pp | 24.39%-29.8pp | 282.22%-287.7pp |
| Employer contribution / active EE | $1,287 | $3,193-59.7% | $2,689-52.1% | $4,866-73.5% |
| Participant deferral / active EE | $1,992 | $3,848-48.2% | $3,162-37.0% | $5,352-62.8% |
| Admin fee / account holder | $546 | $5,242-89.6% | $3,356-83.7% | $9,540-94.3% |