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 | $39,015 | $95,971-59.3% | $74,550-47.7% | $135,375-71.2% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -13.18% | 56.96%-70.1pp | 32.53%-45.7pp | 519.73%-532.9pp |
| Employer contribution / active EE | $1,411 | $2,716-48.0% | $1,961-28.0% | $4,779-70.5% |
| Participant deferral / active EE | $5,461 | $3,843+42.1% | $3,108+75.7% | $5,609-2.6% |
| Admin fee / account holder | $1,906 | $6,522-70.8% | $5,060-62.3% | $10,827-82.4% |