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 | $47,620 | $76,000-37.3% | $154,107-69.1% | $64,186-25.8% |
| Participation rate | 64.6% | 70.4%-5.8pp | 83.0%-18.4pp | 69.6%-4.9pp |
| Annual return | -8.37% | 30.32%-38.7pp | 735.12%-743.5pp | 7.63%-16.0pp |
| Employer contribution / active EE | $884 | $3,351-73.6% | $5,298-83.3% | $2,381-62.9% |
| Participant deferral / active EE | $2,652 | $3,175-16.5% | $5,081-47.8% | $3,470-23.6% |
| Admin fee / account holder | $453 | $5,596-91.9% | $13,411-96.6% | $4,888-90.7% |