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 | $92,222-76.6% | $76,768-71.9% | $135,375-84.1% |
| Participation rate | 45.8% | 79.8%-33.9pp | 77.0%-31.1pp | 82.6%-36.8pp |
| Annual return | -8.75% | 5.46%-14.2pp | 2.43%-11.2pp | 519.73%-528.5pp |
| Employer contribution / active EE | $878 | $3,216-72.7% | $2,485-64.7% | $4,779-81.6% |
| Participant deferral / active EE | $1,970 | $4,509-56.3% | $3,852-48.8% | $5,609-64.9% |
| Admin fee / account holder | $2,999 | $10,748-72.1% | $6,675-55.1% | $10,827-72.3% |