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 | $84,978 | $158,817-46.5% | $121,196-29.9% | $135,375-37.2% |
| Participation rate | 62.5% | 79.3%-16.8pp | 71.7%-9.2pp | 82.6%-20.1pp |
| Annual return | -9.73% | -0.64%-9.1pp | 16.93%-26.7pp | 519.73%-529.5pp |
| Employer contribution / active EE | $1,120 | $5,665-80.2% | $4,022-72.1% | $4,779-76.6% |
| Participant deferral / active EE | $5,727 | $4,005+43.0% | $3,344+71.2% | $5,609+2.1% |
| Admin fee / account holder | $2,943 | $6,512-54.8% | $5,019-41.4% | $10,827-72.8% |