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 | $13,693 | $76,000-82.0% | $154,107-91.1% | $64,186-78.7% |
| Participation rate | 37.5% | 70.4%-32.9pp | 83.0%-45.5pp | 69.6%-32.1pp |
| Annual return | -10.33% | 30.32%-40.6pp | 735.12%-745.4pp | 7.63%-18.0pp |
| Employer contribution / active EE | $822 | $3,351-75.5% | $5,298-84.5% | $2,381-65.5% |
| Participant deferral / active EE | $1,631 | $3,175-48.6% | $5,081-67.9% | $3,470-53.0% |
| Admin fee / account holder | $1,768 | $5,596-68.4% | $13,411-86.8% | $4,888-63.8% |