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 | $26,826 | $48,076-44.2% | $78,689-65.9% | $62,891-57.3% |
| Participation rate | 47.9% | 65.2%-17.3pp | 73.6%-25.6pp | 69.3%-21.4pp |
| Annual return | -59.24% | 31.35%-90.6pp | 62.18%-121.4pp | 20.14%-79.4pp |
| Employer contribution / active EE | $569 | $2,015-71.8% | $2,851-80.0% | $2,281-75.0% |
| Participant deferral / active EE | $1,482 | $2,588-42.7% | $3,517-57.9% | $3,203-53.7% |
| Admin fee / account holder | $1,524 | $3,207-52.5% | $4,510-66.2% | $4,296-64.5% |