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 | $21,202 | $84,402-74.9% | $61,373-65.5% | $134,475-84.2% |
| Participation rate | 42.9% | 62.2%-19.3pp | 52.6%-9.7pp | 81.2%-38.4pp |
| Annual return | -27.01% | 584.55%-611.6pp | 338.61%-365.6pp | 417.96%-445.0pp |
| Employer contribution / active EE | $442 | $1,544-71.4% | $1,159-61.9% | $4,740-90.7% |
| Participant deferral / active EE | $1,124 | $2,819-60.1% | $2,125-47.1% | $6,400-82.4% |
| Admin fee / account holder | $1,839 | $2,585-28.9% | $2,130-13.6% | $11,426-83.9% |