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 | $47,181 | $107,334-56.0% | $92,893-49.2% | $152,861-69.1% |
| Participation rate | 35.0% | 79.8%-44.8pp | 76.0%-41.0pp | 82.4%-47.4pp |
| Annual return | -0.16% | 145.58%-145.7pp | 109.41%-109.6pp | 345.32%-345.5pp |
| Employer contribution / active EE | $1,138 | $4,221-73.0% | $3,653-68.8% | $4,762-76.1% |
| Participant deferral / active EE | $1,465 | $4,845-69.8% | $4,236-65.4% | $5,850-75.0% |
| Admin fee / account holder | $347 | $7,079-95.1% | $5,794-94.0% | $11,596-97.0% |