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 | $45,830 | $58,512-21.7% | $84,015-45.5% | $72,985-37.2% |
| Participation rate | 32.1% | 61.2%-29.2pp | 69.0%-37.0pp | 69.5%-37.4pp |
| Annual return | -27.81% | 28.93%-56.7pp | 71.31%-99.1pp | 81.00%-108.8pp |
| Employer contribution / active EE | $392 | $1,163-66.3% | $1,983-80.3% | $2,440-83.9% |
| Participant deferral / active EE | $1,868 | $2,394-21.9% | $3,239-42.3% | $3,607-48.2% |
| Admin fee / account holder | $13,369 | $4,569+192.6% | $6,101+119.1% | $5,124+160.9% |