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 | $27,842 | $197,825-85.9% | $155,790-82.1% | $125,391-77.8% |
| Participation rate | 46.2% | 82.1%-35.9pp | 76.1%-29.9pp | 83.2%-37.0pp |
| Annual return | -3.96% | 86.74%-90.7pp | 71.54%-75.5pp | 282.22%-286.2pp |
| Employer contribution / active EE | $988 | $4,847-79.6% | $3,836-74.2% | $4,866-79.7% |
| Participant deferral / active EE | $988 | $5,630-82.4% | $4,797-79.4% | $5,352-81.5% |
| Admin fee / account holder | $808 | $9,545-91.5% | $7,478-89.2% | $9,540-91.5% |