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 | $17,448 | $33,067-47.2% | $76,523-77.2% | $56,287-69.0% |
| Participation rate | 21.4% | 55.4%-34.0pp | 68.0%-46.6pp | 69.9%-48.5pp |
| Annual return | -11.12% | 2.72%-13.8pp | -0.27%-10.9pp | -9.96%-1.2pp |
| Employer contribution / active EE | $679 | $1,200-43.4% | $2,647-74.4% | $2,111-67.8% |
| Participant deferral / active EE | $1,612 | $2,240-28.0% | $3,835-58.0% | $3,350-51.9% |
| Admin fee / account holder | $1,054 | $537+96.3% | $4,848-78.3% | $521+102.3% |