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 | $32,264 | $59,107-45.4% | $86,436-62.7% | $68,494-52.9% |
| Participation rate | 62.5% | 75.2%-12.7pp | 80.3%-17.8pp | 67.9%-5.4pp |
| Annual return | -19.88% | -0.23%-19.6pp | 4394.89%-4414.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,226 | $2,519-51.3% | $3,769-67.5% | $2,596-52.8% |
| Participant deferral / active EE | $3,156 | $5,901-46.5% | $6,952-54.6% | $4,027-21.6% |
| Admin fee / account holder | $3,549 | $5,637-37.0% | $6,731-47.3% | $5,403-34.3% |