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 | $40,371 | $76,000-46.9% | $154,107-73.8% | $64,186-37.1% |
| Participation rate | 35.7% | 70.4%-34.7pp | 83.0%-47.3pp | 69.6%-33.9pp |
| Annual return | -13.41% | 30.32%-43.7pp | 735.12%-748.5pp | 7.63%-21.0pp |
| Employer contribution / active EE | $757 | $3,351-77.4% | $5,298-85.7% | $2,381-68.2% |
| Participant deferral / active EE | $3,315 | $3,175+4.4% | $5,081-34.7% | $3,470-4.4% |
| Admin fee / account holder | $838 | $5,596-85.0% | $13,411-93.8% | $4,888-82.9% |