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 | $21,109 | $47,977-56.0% | $154,107-86.3% | $56,287-62.5% |
| Participation rate | 53.9% | 66.2%-12.2pp | 83.0%-29.1pp | 69.9%-15.9pp |
| Annual return | -7.54% | 3.54%-11.1pp | 735.12%-742.7pp | -9.96%+2.4pp |
| Employer contribution / active EE | $529 | $2,169-75.6% | $5,298-90.0% | $2,111-75.0% |
| Participant deferral / active EE | $965 | $2,392-59.7% | $5,081-81.0% | $3,350-71.2% |
| Admin fee / account holder | $942 | $438+115.0% | $13,411-93.0% | $521+80.9% |