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 | $48,925 | $95,862-49.0% | $79,550-38.5% | $134,475-63.6% |
| Participation rate | 31.3% | 75.0%-43.8pp | 69.5%-38.2pp | 81.2%-50.0pp |
| Annual return | -20.98% | -2.69%-18.3pp | 0.16%-21.1pp | 417.96%-438.9pp |
| Employer contribution / active EE | $1,520 | $3,128-51.4% | $2,413-37.0% | $4,740-67.9% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $517 | $9,126-94.3% | $6,832-92.4% | $11,426-95.5% |