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 | $44,186 | $108,172-59.2% | $77,482-43.0% | $158,922-72.2% |
| Participation rate | 63.2% | 64.4%-1.3pp | 54.2%+9.0pp | 82.0%-18.8pp |
| Annual return | -15.05% | 31.67%-46.7pp | 54.79%-69.8pp | 302.83%-317.9pp |
| Employer contribution / active EE | $224 | $1,325-83.1% | $986-77.3% | $4,761-95.3% |
| Participant deferral / active EE | $996 | $2,456-59.4% | $1,861-46.5% | $5,982-83.3% |
| Admin fee / account holder | $9,763 | $3,708+163.3% | $2,858+241.6% | $11,246-13.2% |