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 | $23,965 | $95,862-75.0% | $79,550-69.9% | $134,475-82.2% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -21.45% | -2.69%-18.8pp | 0.16%-21.6pp | 417.96%-439.4pp |
| Employer contribution / active EE | $701 | $3,128-77.6% | $2,413-71.0% | $4,740-85.2% |
| Participant deferral / active EE | $1,236 | $4,693-73.7% | $3,985-69.0% | $6,400-80.7% |
| Admin fee / account holder | $1,380 | $9,126-84.9% | $6,832-79.8% | $11,426-87.9% |