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 | $17,841 | $85,202-79.1% | $172,739-89.7% | $72,985-75.6% |
| Participation rate | 40.0% | 70.1%-30.1pp | 82.6%-42.6pp | 69.5%-29.5pp |
| Annual return | -54.47% | 27.32%-81.8pp | 802.84%-857.3pp | 81.00%-135.5pp |
| Employer contribution / active EE | $673 | $3,324-79.8% | $5,143-86.9% | $2,440-72.4% |
| Participant deferral / active EE | $1,190 | $3,260-63.5% | $5,198-77.1% | $3,607-67.0% |
| Admin fee / account holder | $1,485 | $5,884-74.8% | $13,954-89.4% | $5,124-71.0% |