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 | $30,788 | $127,100-75.8% | $105,738-70.9% | $135,375-77.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 76.3%-9.7pp | 82.6%-16.0pp |
| Annual return | -9.84% | 4.49%-14.3pp | 6.27%-16.1pp | 519.73%-529.6pp |
| Employer contribution / active EE | $3,626 | $4,107-11.7% | $3,268+10.9% | $4,779-24.1% |
| Participant deferral / active EE | $8,841 | $5,064+74.6% | $4,080+116.7% | $5,609+57.6% |
| Admin fee / account holder | $616 | $9,087-93.2% | $6,913-91.1% | $10,827-94.3% |