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 | $33,868 | $76,000-55.4% | $154,107-78.0% | $64,186-47.2% |
| Participation rate | 28.3% | 70.4%-42.1pp | 83.0%-54.7pp | 69.6%-41.2pp |
| Annual return | -11.15% | 30.32%-41.5pp | 735.12%-746.3pp | 7.63%-18.8pp |
| Employer contribution / active EE | $554 | $3,351-83.5% | $5,298-89.5% | $2,381-76.7% |
| Participant deferral / active EE | $1,493 | $3,175-53.0% | $5,081-70.6% | $3,470-57.0% |
| Admin fee / account holder | $748 | $5,596-86.6% | $13,411-94.4% | $4,888-84.7% |