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 | $30,782 | $76,000-59.5% | $154,107-80.0% | $64,186-52.0% |
| Participation rate | 54.8% | 70.4%-15.6pp | 83.0%-28.2pp | 69.6%-14.7pp |
| Annual return | -8.48% | 30.32%-38.8pp | 735.12%-743.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $955 | $3,351-71.5% | $5,298-82.0% | $2,381-59.9% |
| Participant deferral / active EE | $1,844 | $3,175-41.9% | $5,081-63.7% | $3,470-46.8% |
| Admin fee / account holder | $2,302 | $5,596-58.9% | $13,411-82.8% | $4,888-52.9% |