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 | $27,729 | $108,172-74.4% | $77,482-64.2% | $158,922-82.6% |
| Participation rate | 21.4% | 64.4%-43.0pp | 54.2%-32.8pp | 82.0%-60.5pp |
| Annual return | -1.92% | 31.67%-33.6pp | 54.79%-56.7pp | 302.83%-304.8pp |
| Employer contribution / active EE | $89 | $1,325-93.3% | $986-90.9% | $4,761-98.1% |
| Participant deferral / active EE | $1,401 | $2,456-43.0% | $1,861-24.7% | $5,982-76.6% |
| Admin fee / account holder | $11,416 | $3,708+207.9% | $2,858+299.5% | $11,246+1.5% |