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 5-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 | $97,403 | $168,632-42.2% | $147,614-34.0% | $125,391-22.3% |
| Participation rate | 8.3% | 88.8%-80.4pp | 84.6%-76.3pp | 83.2%-74.9pp |
| Annual return | -5.72% | 77.65%-83.4pp | 61.98%-67.7pp | 282.22%-287.9pp |
| Employer contribution / active EE | $5,330 | $6,252-14.8% | $5,564-4.2% | $4,866+9.5% |
| Participant deferral / active EE | $4,079 | $5,507-25.9% | $4,895-16.7% | $5,352-23.8% |
| Admin fee / account holder | $1,139 | $13,580-91.6% | $11,611-90.2% | $9,540-88.1% |