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 | $78,159 | $105,931-26.2% | $81,930-4.6% | $158,922-50.8% |
| Participation rate | 54.2% | 75.6%-21.4pp | 72.0%-17.8pp | 82.0%-27.8pp |
| Annual return | -9.31% | 38.17%-47.5pp | 29.49%-38.8pp | 302.83%-312.1pp |
| Employer contribution / active EE | $1,585 | $7,800-79.7% | $4,310-63.2% | $4,761-66.7% |
| Participant deferral / active EE | $3,717 | $13,003-71.4% | $7,107-47.7% | $5,982-37.9% |
| Admin fee / account holder | $2,122 | $8,489-75.0% | $5,158-58.9% | $11,246-81.1% |