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 | $26,363 | $32,117-17.9% | $71,086-62.9% | $64,186-58.9% |
| Participation rate | 28.3% | 42.7%-14.4pp | 54.7%-26.3pp | 69.6%-41.3pp |
| Annual return | -11.18% | -5.57%-5.6pp | 650.59%-661.8pp | 7.63%-18.8pp |
| Employer contribution / active EE | $571 | $712-19.8% | $1,088-47.5% | $2,381-76.0% |
| Participant deferral / active EE | $1,362 | $1,263+7.8% | $1,874-27.3% | $3,470-60.7% |
| Admin fee / account holder | $515 | $2,759-81.3% | $3,082-83.3% | $4,888-89.5% |