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 | $89,693 | $167,307-46.4% | $143,757-37.6% | $134,475-33.3% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -24.45% | 0.46%-24.9pp | -0.04%-24.4pp | 417.96%-442.4pp |
| Employer contribution / active EE | $1,684 | $5,619-70.0% | $4,951-66.0% | $4,740-64.5% |
| Participant deferral / active EE | $3,657 | $6,446-43.3% | $5,637-35.1% | $6,400-42.9% |
| Admin fee / account holder | $1,826 | $18,088-89.9% | $14,673-87.6% | $11,426-84.0% |