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 | $42,729 | $76,000-43.8% | $154,107-72.3% | $64,186-33.4% |
| Participation rate | 38.8% | 70.4%-31.6pp | 83.0%-44.3pp | 69.6%-30.8pp |
| Annual return | -8.02% | 30.32%-38.3pp | 735.12%-743.1pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,139 | $3,351-36.2% | $5,298-59.6% | $2,381-10.2% |
| Participant deferral / active EE | $1,075 | $3,175-66.1% | $5,081-78.8% | $3,470-69.0% |
| Admin fee / account holder | $6,224 | $5,596+11.2% | $13,411-53.6% | $4,888+27.3% |