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 | $14,737 | $77,899-81.1% | $149,673-90.2% | $75,163-80.4% |
| Participation rate | 41.4% | 65.6%-24.2pp | 78.8%-37.4pp | 67.2%-25.8pp |
| Annual return | -12.84% | 31.72%-44.6pp | 134.42%-147.3pp | 160.62%-173.5pp |
| Employer contribution / active EE | $712 | $3,137-77.3% | $4,818-85.2% | $2,670-73.3% |
| Participant deferral / active EE | $2,202 | $3,411-35.4% | $5,680-61.2% | $4,125-46.6% |
| Admin fee / account holder | $12,128 | $5,956+103.6% | $13,210-8.2% | $5,651+114.6% |