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 | $59,792 | $76,000-21.3% | $154,107-61.2% | $64,186-6.8% |
| Participation rate | 69.2% | 70.4%-1.2pp | 83.0%-13.8pp | 69.6%-0.3pp |
| Annual return | -7.99% | 30.32%-38.3pp | 735.12%-743.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $624 | $3,351-81.4% | $5,298-88.2% | $2,381-73.8% |
| Participant deferral / active EE | $6,233 | $3,175+96.3% | $5,081+22.7% | $3,470+79.7% |
| Admin fee / account holder | $686 | $5,596-87.7% | $13,411-94.9% | $4,888-86.0% |