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 | $27,115 | $45,152-39.9% | $73,843-63.3% | $59,632-54.5% |
| Participation rate | 34.1% | 64.0%-29.9pp | 73.4%-39.3pp | 68.7%-34.6pp |
| Annual return | -3.13% | 27.40%-30.5pp | 2267.84%-2271.0pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $531 | $1,902-72.1% | $2,787-81.0% | $2,203-75.9% |
| Participant deferral / active EE | $1,843 | $2,574-28.4% | $3,583-48.6% | $3,192-42.3% |
| Admin fee / account holder | $5,647 | $3,516+60.6% | $4,880+15.7% | $4,297+31.4% |