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 | $25,804 | $49,177-47.5% | $79,464-67.5% | $64,186-59.8% |
| Participation rate | 30.3% | 65.0%-34.7pp | 73.3%-43.0pp | 69.6%-39.3pp |
| Annual return | -8.65% | -1.16%-7.5pp | 718.14%-726.8pp | 7.63%-16.3pp |
| Employer contribution / active EE | $375 | $2,076-82.0% | $2,800-86.6% | $2,381-84.3% |
| Participant deferral / active EE | $1,594 | $2,821-43.5% | $3,704-57.0% | $3,470-54.1% |
| Admin fee / account holder | $475 | $3,839-87.6% | $5,113-90.7% | $4,888-90.3% |