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 | $20,146 | $65,061-69.0% | $143,757-86.0% | $66,914-69.9% |
| Participation rate | 21.3% | 65.2%-43.9pp | 80.3%-59.0pp | 69.8%-48.5pp |
| Annual return | -19.62% | -11.14%-8.5pp | -0.04%-19.6pp | 1.58%-21.2pp |
| Employer contribution / active EE | $569 | $2,361-75.9% | $4,951-88.5% | $2,544-77.6% |
| Participant deferral / active EE | $1,742 | $2,919-40.3% | $5,637-69.1% | $4,237-58.9% |
| Admin fee / account holder | $1,799 | $502+258.5% | $14,673-87.7% | $593+203.3% |