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 | $30,911 | $85,202-63.7% | $172,739-82.1% | $72,985-57.6% |
| Participation rate | 57.8% | 70.1%-12.2pp | 82.6%-24.8pp | 69.5%-11.7pp |
| Annual return | -3.55% | 27.32%-30.9pp | 802.84%-806.4pp | 81.00%-84.6pp |
| Employer contribution / active EE | $828 | $3,324-75.1% | $5,143-83.9% | $2,440-66.1% |
| Participant deferral / active EE | $2,395 | $3,260-26.6% | $5,198-53.9% | $3,607-33.6% |
| Admin fee / account holder | $1,581 | $5,884-73.1% | $13,954-88.7% | $5,124-69.1% |