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 | $31,094 | $95,971-67.6% | $74,550-58.3% | $135,375-77.0% |
| Participation rate | 63.6% | 75.7%-12.0pp | 69.1%-5.5pp | 82.6%-19.0pp |
| Annual return | -10.40% | 56.96%-67.4pp | 32.53%-42.9pp | 519.73%-530.1pp |
| Employer contribution / active EE | $794 | $2,716-70.8% | $1,961-59.5% | $4,779-83.4% |
| Participant deferral / active EE | $989 | $3,843-74.3% | $3,108-68.2% | $5,609-82.4% |
| Admin fee / account holder | $444 | $6,522-93.2% | $5,060-91.2% | $10,827-95.9% |