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 | $30,120 | $45,566-33.9% | $64,105-53.0% | $59,632-49.5% |
| Participation rate | 68.2% | 60.2%+8.0pp | 68.2%0pp | 68.7%-0.5pp |
| Annual return | -4.73% | 4.95%-9.7pp | 791.24%-796.0pp | 2041.28%-2046.0pp |
| Employer contribution / active EE | $1,927 | $934+106.3% | $1,820+5.9% | $2,203-12.5% |
| Participant deferral / active EE | $3,742 | $2,057+82.0% | $2,822+32.6% | $3,192+17.2% |
| Admin fee / account holder | $561 | $3,268-82.8% | $4,499-87.5% | $4,297-86.9% |