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 | $20,881 | $95,193-78.1% | $76,523-72.7% | $135,375-84.6% |
| Participation rate | 44.4% | 74.4%-29.9pp | 68.0%-23.6pp | 82.6%-38.2pp |
| Annual return | -10.45% | 4.85%-15.3pp | -0.27%-10.2pp | 519.73%-530.2pp |
| Employer contribution / active EE | $936 | $3,302-71.7% | $2,647-64.7% | $4,779-80.4% |
| Participant deferral / active EE | $1,116 | $4,639-75.9% | $3,835-70.9% | $5,609-80.1% |
| Admin fee / account holder | $301 | $6,249-95.2% | $4,848-93.8% | $10,827-97.2% |