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 | $53,277 | $82,664-35.6% | $125,339-57.5% | $68,494-22.2% |
| Participation rate | 37.1% | 75.0%-37.9pp | 82.4%-45.3pp | 67.9%-30.8pp |
| Annual return | -21.69% | -5.97%-15.7pp | 572.05%-593.7pp | -7.84%-13.8pp |
| Employer contribution / active EE | $743 | $3,381-78.0% | $4,814-84.6% | $2,596-71.4% |
| Participant deferral / active EE | $3,244 | $6,110-46.9% | $7,446-56.4% | $4,027-19.4% |
| Admin fee / account holder | $2,423 | $6,275-61.4% | $10,010-75.8% | $5,403-55.2% |