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 | $62,460 | $112,881-44.7% | $90,951-31.3% | $158,922-60.7% |
| Participation rate | 25.0% | 74.7%-49.7pp | 69.0%-44.0pp | 82.0%-57.0pp |
| Annual return | -5.01% | 215.79%-220.8pp | 134.60%-139.6pp | 302.83%-307.8pp |
| Employer contribution / active EE | $996 | $2,893-65.6% | $2,122-53.0% | $4,761-79.1% |
| Participant deferral / active EE | $1,140 | $4,128-72.4% | $3,373-66.2% | $5,982-81.0% |
| Admin fee / account holder | $3,994 | $8,041-50.3% | $5,959-33.0% | $11,246-64.5% |