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 | $4,597 | $74,888-93.9% | $71,209-93.5% | $142,382-96.8% |
| Participation rate | 35.3% | 76.2%-40.9pp | 73.8%-38.5pp | 80.1%-44.8pp |
| Annual return | -19.99% | 345.14%-365.1pp | 282.51%-302.5pp | 217.08%-237.1pp |
| Employer contribution / active EE | $486 | $2,854-83.0% | $2,721-82.1% | $4,299-88.7% |
| Participant deferral / active EE | $820 | $4,454-81.6% | $4,175-80.4% | $6,507-87.4% |
| Admin fee / account holder | $10,779 | $5,568+93.6% | $5,349+101.5% | $12,624-14.6% |