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 | $33,834 | $82,286-58.9% | $68,791-50.8% | $134,475-74.8% |
| Participation rate | 40.9% | 75.1%-34.2pp | 69.0%-28.1pp | 81.2%-40.3pp |
| Annual return | -22.40% | -2.19%-20.2pp | -6.38%-16.0pp | 417.96%-440.4pp |
| Employer contribution / active EE | $1,604 | $3,301-51.4% | $2,655-39.6% | $4,740-66.2% |
| Participant deferral / active EE | $2,880 | $4,739-39.2% | $3,941-26.9% | $6,400-55.0% |
| Admin fee / account holder | $3,545 | $6,481-45.3% | $4,932-28.1% | $11,426-69.0% |