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 | $38,547 | $52,519-26.6% | $155,790-75.3% | $59,632-35.4% |
| Participation rate | 41.1% | 61.7%-20.6pp | 76.1%-35.0pp | 68.7%-27.6pp |
| Annual return | -4.06% | 53.51%-57.6pp | 71.54%-75.6pp | 2041.28%-2045.3pp |
| Employer contribution / active EE | $399 | $1,589-74.9% | $3,836-89.6% | $2,203-81.9% |
| Participant deferral / active EE | $1,307 | $3,084-57.6% | $4,797-72.7% | $3,192-59.0% |
| Admin fee / account holder | $4,487 | $3,540+26.8% | $7,478-40.0% | $4,297+4.4% |