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 | $25,102 | $127,100-80.3% | $105,738-76.3% | $135,375-81.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 76.3%-26.3pp | 82.6%-32.6pp |
| Annual return | -11.50% | 4.49%-16.0pp | 6.27%-17.8pp | 519.73%-531.2pp |
| Employer contribution / active EE | $2,522 | $4,107-38.6% | $3,268-22.8% | $4,779-47.2% |
| Participant deferral / active EE | $2,522 | $5,064-50.2% | $4,080-38.2% | $5,609-55.0% |
| Admin fee / account holder | $321 | $9,087-96.5% | $6,913-95.4% | $10,827-97.0% |