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 | $25,921 | $90,600-71.4% | $79,464-67.4% | $135,375-80.9% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -11.63% | 977.43%-989.1pp | 718.14%-729.8pp | 519.73%-531.4pp |
| Employer contribution / active EE | $694 | $3,068-77.4% | $2,800-75.2% | $4,779-85.5% |
| Participant deferral / active EE | $3,325 | $4,050-17.9% | $3,704-10.2% | $5,609-40.7% |
| Admin fee / account holder | $322 | $5,907-94.6% | $5,113-93.7% | $10,827-97.0% |