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 | $190,375 | $105,860+79.8% | $90,749+109.8% | $134,475+41.6% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | -21.81% | -11.01%-10.8pp | -12.16%-9.6pp | 417.96%-439.8pp |
| Employer contribution / active EE | $967 | $3,462-72.1% | $2,921-66.9% | $4,740-79.6% |
| Participant deferral / active EE | $3,992 | $5,216-23.5% | $4,564-12.5% | $6,400-37.6% |
| Admin fee / account holder | $46,829 | $13,938+236.0% | $8,445+454.5% | $11,426+309.8% |