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 | $27,495 | $30,732-10.5% | $59,496-53.8% | $59,632-53.9% |
| Participation rate | 19.0% | 43.2%-24.2pp | 54.6%-35.5pp | 68.7%-49.6pp |
| Annual return | -3.70% | 4.47%-8.2pp | 182.05%-185.7pp | 2041.28%-2045.0pp |
| Employer contribution / active EE | $159 | $631-74.8% | $1,153-86.2% | $2,203-92.8% |
| Participant deferral / active EE | $517 | $1,183-56.3% | $1,829-71.8% | $3,192-83.8% |
| Admin fee / account holder | $1,255 | $2,136-41.3% | $2,232-43.8% | $4,297-70.8% |