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 | $21,458 | $90,600-76.3% | $79,464-73.0% | $135,375-84.1% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | -16.90% | 977.43%-994.3pp | 718.14%-735.0pp | 519.73%-536.6pp |
| Employer contribution / active EE | $946 | $3,068-69.2% | $2,800-66.2% | $4,779-80.2% |
| Participant deferral / active EE | $1,183 | $4,050-70.8% | $3,704-68.1% | $5,609-78.9% |
| Admin fee / account holder | $918 | $5,907-84.5% | $5,113-82.1% | $10,827-91.5% |