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 | $22,395 | $48,570-53.9% | $130,648-82.9% | $72,985-69.3% |
| Participation rate | 50.0% | 58.6%-8.6pp | 71.7%-21.7pp | 69.5%-19.5pp |
| Annual return | -0.38% | 38.63%-39.0pp | 1708.96%-1709.3pp | 81.00%-81.4pp |
| Employer contribution / active EE | $566 | $1,334-57.6% | $4,092-86.2% | $2,440-76.8% |
| Participant deferral / active EE | $1,453 | $2,384-39.1% | $3,603-59.7% | $3,607-59.7% |
| Admin fee / account holder | $3,207 | $3,549-9.6% | $5,464-41.3% | $5,124-37.4% |