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 | $28,439 | $82,664-65.6% | $125,339-77.3% | $68,494-58.5% |
| Participation rate | 57.5% | 75.0%-17.5pp | 82.4%-24.9pp | 67.9%-10.4pp |
| Annual return | -20.78% | -5.97%-14.8pp | 572.05%-592.8pp | -7.84%-12.9pp |
| Employer contribution / active EE | $957 | $3,381-71.7% | $4,814-80.1% | $2,596-63.2% |
| Participant deferral / active EE | $2,949 | $6,110-51.7% | $7,446-60.4% | $4,027-26.8% |
| Admin fee / account holder | $2,338 | $6,275-62.7% | $10,010-76.6% | $5,403-56.7% |