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 | $20,691 | $43,723-52.7% | $121,196-82.9% | $64,186-67.8% |
| Participation rate | 33.3% | 58.3%-25.0pp | 71.7%-38.4pp | 69.6%-36.2pp |
| Annual return | -8.33% | 68.91%-77.2pp | 16.93%-25.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $552 | $1,296-57.4% | $4,022-86.3% | $2,381-76.8% |
| Participant deferral / active EE | $1,057 | $2,280-53.6% | $3,344-68.4% | $3,470-69.5% |
| Admin fee / account holder | $3,394 | $3,501-3.1% | $5,019-32.4% | $4,888-30.6% |