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 | $22,904 | $76,000-69.9% | $154,107-85.1% | $64,186-64.3% |
| Participation rate | 61.8% | 70.4%-8.7pp | 83.0%-21.3pp | 69.6%-7.8pp |
| Annual return | -8.23% | 30.32%-38.5pp | 735.12%-743.3pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,190 | $3,351-34.7% | $5,298-58.7% | $2,381-8.0% |
| Participant deferral / active EE | $4,099 | $3,175+29.1% | $5,081-19.3% | $3,470+18.2% |
| Admin fee / account holder | $390 | $5,596-93.0% | $13,411-97.1% | $4,888-92.0% |