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 | $94,222 | $99,020-4.8% | $86,590+8.8% | $147,584-36.2% |
| Participation rate | 69.2% | 76.3%-7.1pp | 73.5%-4.3pp | 82.8%-13.6pp |
| Annual return | -7.10% | 1312.34%-1319.4pp | 964.84%-971.9pp | 578.55%-585.6pp |
| Employer contribution / active EE | $1,476 | $3,132-52.9% | $2,839-48.0% | $4,876-69.7% |
| Participant deferral / active EE | $1,867 | $3,972-53.0% | $3,609-48.3% | $5,439-65.7% |
| Admin fee / account holder | $2,465 | $5,710-56.8% | $4,906-49.7% | $10,885-77.4% |