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 | $76,873 | $57,354+34.0% | $83,848-8.3% | $64,186+19.8% |
| Participation rate | 29.7% | 68.6%-38.9pp | 76.1%-46.4pp | 69.6%-39.8pp |
| Annual return | -10.29% | 11.38%-21.7pp | 850.88%-861.2pp | 7.63%-17.9pp |
| Employer contribution / active EE | $859 | $2,545-66.3% | $3,631-76.4% | $2,381-63.9% |
| Participant deferral / active EE | $1,748 | $2,993-41.6% | $4,082-57.2% | $3,470-49.6% |
| Admin fee / account holder | $810 | $4,046-80.0% | $5,478-85.2% | $4,888-83.4% |