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 | $21,504 | $158,817-86.5% | $121,196-82.3% | $135,375-84.1% |
| Participation rate | 62.5% | 79.3%-16.8pp | 71.7%-9.2pp | 82.6%-20.1pp |
| Annual return | -12.17% | -0.64%-11.5pp | 16.93%-29.1pp | 519.73%-531.9pp |
| Employer contribution / active EE | $587 | $5,665-89.6% | $4,022-85.4% | $4,779-87.7% |
| Participant deferral / active EE | $1,602 | $4,005-60.0% | $3,344-52.1% | $5,609-71.4% |
| Admin fee / account holder | $1,223 | $6,512-81.2% | $5,019-75.6% | $10,827-88.7% |