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 | $18,925 | $95,971-80.3% | $74,550-74.6% | $135,375-86.0% |
| Participation rate | 60.9% | 75.7%-14.8pp | 69.1%-8.3pp | 82.6%-21.8pp |
| Annual return | -10.06% | 56.96%-67.0pp | 32.53%-42.6pp | 519.73%-529.8pp |
| Employer contribution / active EE | $1,285 | $2,716-52.7% | $1,961-34.5% | $4,779-73.1% |
| Participant deferral / active EE | $3,031 | $3,843-21.1% | $3,108-2.5% | $5,609-46.0% |
| Admin fee / account holder | $4,672 | $6,522-28.4% | $5,060-7.7% | $10,827-56.8% |