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 | $22,137 | $84,527-73.8% | $67,711-67.3% | $125,391-82.3% |
| Participation rate | 26.3% | 74.8%-48.5pp | 67.5%-41.2pp | 83.2%-56.9pp |
| Annual return | -9.15% | 2.57%-11.7pp | 25.41%-34.6pp | 282.22%-291.4pp |
| Employer contribution / active EE | $1,429 | $3,292-56.6% | $2,559-44.2% | $4,866-70.6% |
| Participant deferral / active EE | $3,621 | $4,429-18.2% | $3,585+1.0% | $5,352-32.3% |
| Admin fee / account holder | $820 | $5,340-84.7% | $4,255-80.7% | $9,540-91.4% |