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 | $174,846 | $95,193+83.7% | $76,523+128.5% | $135,375+29.2% |
| Participation rate | 42.9% | 74.4%-31.5pp | 68.0%-25.1pp | 82.6%-39.8pp |
| Annual return | -11.33% | 4.85%-16.2pp | -0.27%-11.1pp | 519.73%-531.1pp |
| Employer contribution / active EE | $1,639 | $3,302-50.4% | $2,647-38.1% | $4,779-65.7% |
| Participant deferral / active EE | $5,229 | $4,639+12.7% | $3,835+36.3% | $5,609-6.8% |
| Admin fee / account holder | $3,215 | $6,249-48.5% | $4,848-33.7% | $10,827-70.3% |