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 | $18,172 | $45,438-60.0% | $80,004-77.3% | $59,632-69.5% |
| Participation rate | 38.8% | 63.7%-24.9pp | 73.0%-34.2pp | 68.7%-29.8pp |
| Annual return | -4.45% | 5.10%-9.6pp | 7.63%-12.1pp | 2041.28%-2045.7pp |
| Employer contribution / active EE | $885 | $1,236-28.4% | $2,473-64.2% | $2,203-59.8% |
| Participant deferral / active EE | $2,113 | $2,231-5.3% | $3,204-34.0% | $3,192-33.8% |
| Admin fee / account holder | $1,112 | $3,464-67.9% | $5,033-77.9% | $4,297-74.1% |