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 | $23,510 | $45,566-48.4% | $64,105-63.3% | $59,632-60.6% |
| Participation rate | 51.2% | 60.2%-8.9pp | 68.2%-16.9pp | 68.7%-17.5pp |
| Annual return | -4.68% | 4.95%-9.6pp | 791.24%-795.9pp | 2041.28%-2046.0pp |
| Employer contribution / active EE | $555 | $934-40.6% | $1,820-69.5% | $2,203-74.8% |
| Participant deferral / active EE | $2,176 | $2,057+5.8% | $2,822-22.9% | $3,192-31.8% |
| Admin fee / account holder | $910 | $3,268-72.1% | $4,499-79.8% | $4,297-78.8% |