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 | $24,937 | $54,350-54.1% | $82,719-69.9% | $68,494-63.6% |
| Participation rate | 44.8% | 63.9%-19.1pp | 72.6%-27.7pp | 67.9%-23.1pp |
| Annual return | -20.40% | -13.67%-6.7pp | 701.18%-721.6pp | -7.84%-12.6pp |
| Employer contribution / active EE | $371 | $2,218-83.3% | $3,009-87.7% | $2,596-85.7% |
| Participant deferral / active EE | $1,591 | $3,246-51.0% | $4,395-63.8% | $4,027-60.5% |
| Admin fee / account holder | $6,369 | $4,395+44.9% | $5,329+19.5% | $5,403+17.9% |