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 | $26,914 | $57,354-53.1% | $83,848-67.9% | $64,186-58.1% |
| Participation rate | 33.3% | 68.6%-35.3pp | 76.1%-42.8pp | 69.6%-36.2pp |
| Annual return | -9.04% | 11.38%-20.4pp | 850.88%-859.9pp | 7.63%-16.7pp |
| Employer contribution / active EE | $807 | $2,545-68.3% | $3,631-77.8% | $2,381-66.1% |
| Participant deferral / active EE | $1,571 | $2,993-47.5% | $4,082-61.5% | $3,470-54.7% |
| Admin fee / account holder | $2,699 | $4,046-33.3% | $5,478-50.7% | $4,888-44.8% |