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 | $76,335 | $138,065-44.7% | $123,544-38.2% | $135,375-43.6% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -16.52% | 153.68%-170.2pp | 119.20%-135.7pp | 519.73%-536.3pp |
| Employer contribution / active EE | $2,272 | $5,151-55.9% | $4,628-50.9% | $4,779-52.5% |
| Participant deferral / active EE | $8,539 | $6,799+25.6% | $6,426+32.9% | $5,609+52.2% |
| Admin fee / account holder | $1,747 | $10,916-84.0% | $9,284-81.2% | $10,827-83.9% |