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 | $86,378 | $95,971-10.0% | $74,550+15.9% | $135,375-36.2% |
| Participation rate | 23.1% | 75.7%-52.6pp | 69.1%-46.1pp | 82.6%-59.6pp |
| Annual return | -9.88% | 56.96%-66.8pp | 32.53%-42.4pp | 519.73%-529.6pp |
| Employer contribution / active EE | $776 | $2,716-71.4% | $1,961-60.4% | $4,779-83.8% |
| Participant deferral / active EE | $2,217 | $3,843-42.3% | $3,108-28.7% | $5,609-60.5% |
| Admin fee / account holder | $1,563 | $6,522-76.0% | $5,060-69.1% | $10,827-85.6% |