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 | $40,357 | $133,958-69.9% | $112,228-64.0% | $134,475-70.0% |
| Participation rate | 54.5% | 78.6%-24.0pp | 75.1%-20.5pp | 81.2%-26.7pp |
| Annual return | -20.62% | 47.11%-67.7pp | 27.45%-48.1pp | 417.96%-438.6pp |
| Employer contribution / active EE | $979 | $4,038-75.8% | $3,635-73.1% | $4,740-79.4% |
| Participant deferral / active EE | $2,207 | $5,291-58.3% | $4,728-53.3% | $6,400-65.5% |
| Admin fee / account holder | $987 | $7,489-86.8% | $6,410-84.6% | $11,426-91.4% |