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 | $24,711 | $77,899-68.3% | $149,673-83.5% | $75,163-67.1% |
| Participation rate | 57.1% | 65.6%-8.4pp | 78.8%-21.6pp | 67.2%-10.0pp |
| Annual return | -10.60% | 31.72%-42.3pp | 134.42%-145.0pp | 160.62%-171.2pp |
| Employer contribution / active EE | $1,587 | $3,137-49.4% | $4,818-67.1% | $2,670-40.6% |
| Participant deferral / active EE | $1,141 | $3,411-66.5% | $5,680-79.9% | $4,125-72.3% |
| Admin fee / account holder | $4,376 | $5,956-26.5% | $13,210-66.9% | $5,651-22.6% |