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 | $21,099 | $211,958-90.0% | $169,463-87.5% | $135,375-84.4% |
| Participation rate | 31.3% | 82.6%-51.4pp | 77.8%-46.5pp | 82.6%-51.4pp |
| Annual return | -10.38% | 3.26%-13.6pp | 1.83%-12.2pp | 519.73%-530.1pp |
| Employer contribution / active EE | $1,171 | $5,120-77.1% | $4,159-71.8% | $4,779-75.5% |
| Participant deferral / active EE | $1,310 | $6,075-78.4% | $5,277-75.2% | $5,609-76.6% |
| Admin fee / account holder | $4,823 | $11,471-58.0% | $9,109-47.1% | $10,827-55.5% |