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 | $59,221 | $69,010-14.2% | $159,960-63.0% | $68,494-13.5% |
| Participation rate | 56.4% | 65.4%-9.0pp | 78.0%-21.5pp | 67.9%-11.5pp |
| Annual return | -21.92% | -9.65%-12.3pp | 408.60%-430.5pp | -7.84%-14.1pp |
| Employer contribution / active EE | $733 | $2,213-66.9% | $4,226-82.7% | $2,596-71.8% |
| Participant deferral / active EE | $3,712 | $4,212-11.9% | $6,182-40.0% | $4,027-7.8% |
| Admin fee / account holder | $2,120 | $4,798-55.8% | $8,698-75.6% | $5,403-60.8% |