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 | $26,944 | $100,754-73.3% | $86,677-68.9% | $134,475-80.0% |
| Participation rate | 38.9% | 78.9%-40.0pp | 76.6%-37.7pp | 81.2%-42.3pp |
| Annual return | -25.25% | 29.04%-54.3pp | 35.91%-61.2pp | 417.96%-443.2pp |
| Employer contribution / active EE | $3,511 | $3,489+0.6% | $2,836+23.8% | $4,740-25.9% |
| Participant deferral / active EE | $2,638 | $5,338-50.6% | $4,656-43.3% | $6,400-58.8% |
| Admin fee / account holder | $8,770 | $10,926-19.7% | $7,493+17.0% | $11,426-23.2% |