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 | $79,227 | $99,079-20.0% | $77,999+1.6% | $273,961-71.1% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.5%-15.5pp | 83.0%-23.0pp |
| Annual return | -0.94% | 217.93%-218.9pp | 425.96%-426.9pp | 41.45%-42.4pp |
| Employer contribution / active EE | $803 | $3,308-75.7% | $2,470-67.5% | $4,869-83.5% |
| Participant deferral / active EE | $1,443 | $4,306-66.5% | $3,497-58.7% | $5,287-72.7% |
| Admin fee / account holder | $565 | $8,954-93.7% | $5,480-89.7% | $10,132-94.4% |