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 | $44,431 | $95,971-53.7% | $74,550-40.4% | $135,375-67.2% |
| Participation rate | 30.0% | 75.7%-45.7pp | 69.1%-39.1pp | 82.6%-52.6pp |
| Annual return | -11.38% | 56.96%-68.3pp | 32.53%-43.9pp | 519.73%-531.1pp |
| Employer contribution / active EE | $319 | $2,716-88.2% | $1,961-83.7% | $4,779-93.3% |
| Participant deferral / active EE | $1,741 | $3,843-54.7% | $3,108-44.0% | $5,609-69.0% |
| Admin fee / account holder | $1,661 | $6,522-74.5% | $5,060-67.2% | $10,827-84.7% |