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 | $10,546 | $27,641-61.8% | $61,373-82.8% | $68,494-84.6% |
| Participation rate | 20.0% | 39.5%-19.5pp | 52.6%-32.6pp | 67.9%-47.9pp |
| Annual return | -21.68% | -13.24%-8.4pp | 338.61%-360.3pp | -7.84%-13.8pp |
| Employer contribution / active EE | $334 | $695-52.0% | $1,159-71.2% | $2,596-87.2% |
| Participant deferral / active EE | $422 | $1,263-66.6% | $2,125-80.1% | $4,027-89.5% |
| Admin fee / account holder | $622 | $2,010-69.0% | $2,130-70.8% | $5,403-88.5% |