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 | $54,780 | $27,641+98.2% | $61,373-10.7% | $68,494-20.0% |
| Participation rate | 12.1% | 39.5%-27.4pp | 52.6%-40.5pp | 67.9%-55.8pp |
| Annual return | -21.25% | -13.24%-8.0pp | 338.61%-359.9pp | -7.84%-13.4pp |
| Employer contribution / active EE | $320 | $695-54.0% | $1,159-72.4% | $2,596-87.7% |
| Participant deferral / active EE | $723 | $1,263-42.8% | $2,125-66.0% | $4,027-82.1% |
| Admin fee / account holder | $2,187 | $2,010+8.8% | $2,130+2.7% | $5,403-59.5% |