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 | $14,716 | $76,000-80.6% | $154,107-90.5% | $64,186-77.1% |
| Participation rate | 28.3% | 70.4%-42.1pp | 83.0%-54.7pp | 69.6%-41.3pp |
| Annual return | -8.02% | 30.32%-38.3pp | 735.12%-743.1pp | 7.63%-15.7pp |
| Employer contribution / active EE | $552 | $3,351-83.5% | $5,298-89.6% | $2,381-76.8% |
| Participant deferral / active EE | $1,044 | $3,175-67.1% | $5,081-79.5% | $3,470-69.9% |
| Admin fee / account holder | $2,281 | $5,596-59.2% | $13,411-83.0% | $4,888-53.3% |