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 | $29,194 | $95,971-69.6% | $74,550-60.8% | $135,375-78.4% |
| Participation rate | 33.3% | 75.7%-42.3pp | 69.1%-35.8pp | 82.6%-49.3pp |
| Annual return | -10.01% | 56.96%-67.0pp | 32.53%-42.5pp | 519.73%-529.7pp |
| Employer contribution / active EE | $808 | $2,716-70.2% | $1,961-58.8% | $4,779-83.1% |
| Participant deferral / active EE | $2,106 | $3,843-45.2% | $3,108-32.2% | $5,609-62.5% |
| Admin fee / account holder | $495 | $6,522-92.4% | $5,060-90.2% | $10,827-95.4% |