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 | $21,169 | $211,958-90.0% | $169,463-87.5% | $135,375-84.4% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -26.79% | 3.26%-30.1pp | 1.83%-28.6pp | 519.73%-546.5pp |
| Employer contribution / active EE | $1,231 | $5,120-76.0% | $4,159-70.4% | $4,779-74.2% |
| Participant deferral / active EE | $5,772 | $6,075-5.0% | $5,277+9.4% | $5,609+2.9% |
| Admin fee / account holder | $1,168 | $11,471-89.8% | $9,109-87.2% | $10,827-89.2% |