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 | $30,523 | $52,519-41.9% | $155,790-80.4% | $59,632-48.8% |
| Participation rate | 34.4% | 61.7%-27.3pp | 76.1%-41.7pp | 68.7%-34.3pp |
| Annual return | -5.80% | 53.51%-59.3pp | 71.54%-77.3pp | 2041.28%-2047.1pp |
| Employer contribution / active EE | $709 | $1,589-55.4% | $3,836-81.5% | $2,203-67.8% |
| Participant deferral / active EE | $1,358 | $3,084-56.0% | $4,797-71.7% | $3,192-57.4% |
| Admin fee / account holder | $493 | $3,540-86.1% | $7,478-93.4% | $4,297-88.5% |