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 | $14,391 | $85,790-83.2% | $67,313-78.6% | $135,375-89.4% |
| Participation rate | 31.8% | 76.5%-44.6pp | 69.1%-37.3pp | 82.6%-50.8pp |
| Annual return | -11.27% | -0.54%-10.7pp | -4.08%-7.2pp | 519.73%-531.0pp |
| Employer contribution / active EE | $491 | $3,487-85.9% | $2,566-80.8% | $4,779-89.7% |
| Participant deferral / active EE | $1,746 | $4,651-62.5% | $3,568-51.1% | $5,609-68.9% |
| Admin fee / account holder | $1,089 | $6,392-83.0% | $4,507-75.8% | $10,827-89.9% |