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 | $58,802 | $87,705-33.0% | $63,517-7.4% | $125,391-53.1% |
| Participation rate | 66.7% | 77.0%-10.4pp | 71.0%-4.4pp | 83.2%-16.5pp |
| Annual return | -4.47% | 21.70%-26.2pp | -70.30%+65.8pp | 282.22%-286.7pp |
| Employer contribution / active EE | $1,529 | $3,601-57.5% | $2,322-34.1% | $4,866-68.6% |
| Participant deferral / active EE | $2,910 | $3,939-26.1% | $2,953-1.5% | $5,352-45.6% |
| Admin fee / account holder | $6,631 | $11,948-44.5% | $5,892+12.5% | $9,540-30.5% |