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 | $19,520 | $99,640-80.4% | $86,436-77.4% | $134,475-85.5% |
| Participation rate | 66.7% | 82.0%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -23.16% | 6782.58%-6805.7pp | 4394.89%-4418.1pp | 417.96%-441.1pp |
| Employer contribution / active EE | $703 | $4,400-84.0% | $3,769-81.4% | $4,740-85.2% |
| Participant deferral / active EE | $3,341 | $7,246-53.9% | $6,952-51.9% | $6,400-47.8% |
| Admin fee / account holder | $671 | $8,371-92.0% | $6,731-90.0% | $11,426-94.1% |