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 | $53,590 | $52,681+1.7% | $75,781-29.3% | $59,632-10.1% |
| Participation rate | 29.7% | 67.2%-37.5pp | 75.8%-46.1pp | 68.7%-38.9pp |
| Annual return | -5.29% | 2.95%-8.2pp | 9.68%-15.0pp | 2041.28%-2046.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,008 | $2,591-61.1% | $3,651-72.4% | $3,192-68.4% |
| Admin fee / account holder | $885 | $3,610-75.5% | $5,299-83.3% | $4,297-79.4% |