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 | $80,711 | $105,998-23.9% | $92,233-12.5% | $147,584-45.3% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 0.55% | 50.05%-49.5pp | 176.28%-175.7pp | 578.55%-578.0pp |
| Employer contribution / active EE | $1,651 | $4,333-61.9% | $3,679-55.1% | $4,876-66.2% |
| Participant deferral / active EE | $5,152 | $4,478+15.1% | $3,897+32.2% | $5,439-5.3% |
| Admin fee / account holder | $369 | $6,332-94.2% | $5,194-92.9% | $10,885-96.6% |