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 | $41,918 | $52,519-20.2% | $155,790-73.1% | $59,632-29.7% |
| Participation rate | 22.5% | 61.7%-39.2pp | 76.1%-53.6pp | 68.7%-46.2pp |
| Annual return | -3.55% | 53.51%-57.1pp | 71.54%-75.1pp | 2041.28%-2044.8pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,920 | $3,084-37.8% | $4,797-60.0% | $3,192-39.8% |
| Admin fee / account holder | $1,138 | $3,540-67.9% | $7,478-84.8% | $4,297-73.5% |