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 | $84,614 | $27,641+206.1% | $61,373+37.9% | $68,494+23.5% |
| Participation rate | 3.1% | 39.5%-36.4pp | 52.6%-49.5pp | 67.9%-64.8pp |
| Annual return | -22.02% | -13.24%-8.8pp | 338.61%-360.6pp | -7.84%-14.2pp |
| Employer contribution / active EE | $451 | $695-35.2% | $1,159-61.1% | $2,596-82.6% |
| Participant deferral / active EE | $847 | $1,263-32.9% | $2,125-60.1% | $4,027-79.0% |
| Admin fee / account holder | $316 | $2,010-84.3% | $2,130-85.2% | $5,403-94.1% |