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 | $30,922 | $57,354-46.1% | $83,848-63.1% | $64,186-51.8% |
| Participation rate | 66.7% | 68.6%-1.9pp | 76.1%-9.5pp | 69.6%-2.9pp |
| Annual return | -9.99% | 11.38%-21.4pp | 850.88%-860.9pp | 7.63%-17.6pp |
| Employer contribution / active EE | $622 | $2,545-75.6% | $3,631-82.9% | $2,381-73.9% |
| Participant deferral / active EE | $2,366 | $2,993-21.0% | $4,082-42.0% | $3,470-31.8% |
| Admin fee / account holder | $4,648 | $4,046+14.9% | $5,478-15.1% | $4,888-4.9% |