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 | $13,923 | $45,152-69.2% | $73,843-81.1% | $59,632-76.7% |
| Participation rate | 29.3% | 64.0%-34.7pp | 73.4%-44.1pp | 68.7%-39.4pp |
| Annual return | -3.33% | 27.40%-30.7pp | 2267.84%-2271.2pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $873 | $2,574-66.1% | $3,583-75.6% | $3,192-72.6% |
| Admin fee / account holder | $1,316 | $3,516-62.6% | $4,880-73.0% | $4,297-69.4% |