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 | $12,974 | $84,695-84.7% | $73,843-82.4% | $125,391-89.7% |
| Participation rate | 37.5% | 76.8%-39.3pp | 73.4%-35.9pp | 83.2%-45.7pp |
| Annual return | -4.09% | 3123.53%-3127.6pp | 2267.84%-2271.9pp | 282.22%-286.3pp |
| Employer contribution / active EE | $662 | $3,123-78.8% | $2,787-76.2% | $4,866-86.4% |
| Participant deferral / active EE | $1,385 | $3,992-65.3% | $3,583-61.3% | $5,352-74.1% |
| Admin fee / account holder | $6,821 | $5,691+19.9% | $4,880+39.8% | $9,540-28.5% |