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 | $14,503 | $91,911-84.2% | $68,793-78.9% | $135,375-89.3% |
| Participation rate | 12.5% | 76.7%-64.2pp | 72.2%-59.7pp | 82.6%-70.1pp |
| Annual return | -11.87% | -8.22%-3.6pp | -4.63%-7.2pp | 519.73%-531.6pp |
| Employer contribution / active EE | $702 | $3,924-82.1% | $2,625-73.3% | $4,779-85.3% |
| Participant deferral / active EE | $917 | $4,315-78.8% | $3,311-72.3% | $5,609-83.7% |
| Admin fee / account holder | $375 | $9,240-95.9% | $5,131-92.7% | $10,827-96.5% |