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 | $21,395 | $138,065-84.5% | $123,544-82.7% | $135,375-84.2% |
| Participation rate | 55.6% | 84.7%-29.2pp | 82.3%-26.7pp | 82.6%-27.1pp |
| Annual return | -10.38% | 153.68%-164.1pp | 119.20%-129.6pp | 519.73%-530.1pp |
| Employer contribution / active EE | $1,787 | $5,151-65.3% | $4,628-61.4% | $4,779-62.6% |
| Participant deferral / active EE | $3,142 | $6,799-53.8% | $6,426-51.1% | $5,609-44.0% |
| Admin fee / account holder | $1,278 | $10,916-88.3% | $9,284-86.2% | $10,827-88.2% |