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 | $36,452 | $76,000-52.0% | $154,107-76.3% | $64,186-43.2% |
| Participation rate | 35.7% | 70.4%-34.7pp | 83.0%-47.3pp | 69.6%-33.9pp |
| Annual return | -34.71% | 30.32%-65.0pp | 735.12%-769.8pp | 7.63%-42.3pp |
| Employer contribution / active EE | $585 | $3,351-82.5% | $5,298-89.0% | $2,381-75.4% |
| Participant deferral / active EE | $1,673 | $3,175-47.3% | $5,081-67.1% | $3,470-51.8% |
| Admin fee / account holder | $5,318 | $5,596-5.0% | $13,411-60.3% | $4,888+8.8% |