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 | $21,587 | $97,044-77.8% | $83,333-74.1% | $135,375-84.1% |
| Participation rate | 62.5% | 80.4%-17.9pp | 77.8%-15.3pp | 82.6%-20.1pp |
| Annual return | -10.31% | 12.31%-22.6pp | 10.63%-20.9pp | 519.73%-530.0pp |
| Employer contribution / active EE | $1,513 | $4,143-63.5% | $3,379-55.2% | $4,779-68.3% |
| Participant deferral / active EE | $4,133 | $5,964-30.7% | $5,565-25.7% | $5,609-26.3% |
| Admin fee / account holder | $330 | $8,380-96.1% | $7,510-95.6% | $10,827-97.0% |