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 | $18,775 | $30,732-38.9% | $59,496-68.4% | $59,632-68.5% |
| Participation rate | 55.6% | 43.2%+12.3pp | 54.6%+1.0pp | 68.7%-13.1pp |
| Annual return | -18.13% | 4.47%-22.6pp | 182.05%-200.2pp | 2041.28%-2059.4pp |
| Employer contribution / active EE | $299 | $631-52.6% | $1,153-74.1% | $2,203-86.4% |
| Participant deferral / active EE | $325 | $1,183-72.5% | $1,829-82.2% | $3,192-89.8% |
| Admin fee / account holder | $1,065 | $2,136-50.2% | $2,232-52.3% | $4,297-75.2% |