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 | $19,353 | $51,576-62.5% | $129,207-85.0% | $80,856-76.1% |
| Participation rate | 23.2% | 57.0%-33.8pp | 69.6%-46.5pp | 67.6%-44.5pp |
| Annual return | -39.28% | 20.81%-60.1pp | 9417.33%-9456.6pp | 35.59%-74.9pp |
| Employer contribution / active EE | $341 | $1,584-78.5% | $4,153-91.8% | $2,755-87.6% |
| Participant deferral / active EE | $999 | $2,669-62.6% | $4,168-76.0% | $4,296-76.8% |
| Admin fee / account holder | $2,371 | $4,305-44.9% | $7,715-69.3% | $6,918-65.7% |