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 | $72,363 | $90,519-20.1% | $93,789-22.8% | $134,475-46.2% |
| Participation rate | 64.3% | 82.0%-17.7pp | 81.0%-16.7pp | 81.2%-16.9pp |
| Annual return | -22.84% | -15.72%-7.1pp | -11.33%-11.5pp | 417.96%-440.8pp |
| Employer contribution / active EE | $1,743 | $4,343-59.9% | $4,323-59.7% | $4,740-63.2% |
| Participant deferral / active EE | $5,921 | $5,978-1.0% | $6,094-2.8% | $6,400-7.5% |
| Admin fee / account holder | $1,035 | $9,252-88.8% | $7,195-85.6% | $11,426-90.9% |